Megatrends

103 Articles
Investment opportunity at the nexus of AI and robotics

Investment opportunity at the nexus of AI and robotics

According to the International Energy Agency, more than 17 million electric vehicles were sold globally in 2024 – a 25% increase over the previous year. If you think 17 million units is a lot, let’s talk smartphones. More than 1.2 billion smartphones were sold in 2024, according to IDC.
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Gold stocks are poised to break out to new all-time highs

Gold stocks are poised to break out to new all-time highs

Break out, advance, consolidate. Break out, advance, consolidate. Rinse and repeat. That is the classic behavior of a multi-year bull market. Prices move into new, higher territory (the breakout), the trend rallies and makes the longs a lot of money (advancement), and then the trend takes a breather, moves sideways, and digests the gains (consolidate).
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The next big AI trade is poised to start running

The next big AI trade is poised to start running

Who is going to deliver lower interest rates in 2026? On Sunday, President Trump told reporters he knows who will; He has picked the next Federal Reserve Chair. “I know who I am going to pick, yeah,” Trump told reporters on Air Force One. An announcement is imminent.
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