Concerned About World Events?
When the recent Middle East conflict broke out, many investors wondered whether it would eventually affect their portfolios. Some global events don’t affect markets, while others trigger corrections or crashes. If a crisis does cause a downturn, there’s no way of predicting how long a recovery will take. What history tells us Sometimes markets experience […]
The Battle Between Software and AI Agents Has Just Begun.
Future earnings matter because they determine the present value of a company. The challenge—and the source of volatility—comes from predicting those future earnings. Investor opinions on the outlook can change daily and meaningfully. Near‑term earnings expectations are typically anchored in the previous quarter’s results and management guidance. In the U.S., companies stood out this season, […]