How to fool yourself into thinking you’re a top investor
The sound of money being banked on ‘winners’ doesn’t mean we know what we’re doing
Is Anthropic’s $100bn IPO a warning sign for investors?
Comparisons with 1999’s dotcom mania, when a flood of new listings hit the market, are common
Lula’s shock election victory in Brazil does not prove betting markets failed
Betting on Polymarket and Kalshi gave Flávio Bolsonaro roughly an 80 per cent chance of winning
French stocks: ‘Buy when there’s blood in the streets’?
Bank of America’s fund manager survey shows a record number plan to underweight French stocks over the next year, but other market adages are available
Have Berkshire Hathaway investors really moved on from Warren Buffett?
The recent rally suggests a flight to safety amid growing nerves over AI
Tesla and SpaceX merger: can Musk defy the conglomerate discount?
Investors are usually wary of sprawling enterprises, whose market value tends to fall below the combined value of its constituent businesses
Apple’s $5tn milestone comes with a hefty price tag
Tech giant has struggled to maintain landmark market valuation but does it matter?
Ireland goes Swedish on investment, but deemed disposal remains a problem
The Savings and Investment Account is arguably a welcome attempt to make investing simpler
AI bubble? Nvidia is now bigger than Japan, but valuation looks modest
A casual observer might think its valuation screams AI bubble, but Nvidia is not an obviously expensive stock
Never mind the ‘risk to humanity’, Anthropic’s IPO raises more prosaic concerns
Anthropic has plans to raise up to $100bn, part of a trend that could result in too much stock coming to market
‘The bigger risk may be an earnings bubble rather than a valuation bubble’
Top 1000: The AI boom looks bubbly. But should investors really panic? Proinsias O’Mahony reports
Fake news: why investors keep believing stories they know are false
Markets are awash with stories, and AI-generated deepfakes intensify the problem
Are rising bond yields bad news for stock investors?
Strong earnings growth can provide a way out, as stocks have tended to defy a poor starting yield gap in such circumstances
Will Anthropic’s $2tn IPO make AI safer or more dangerous?
Investor demands could pull against the safety warnings coming from inside the AI industry
Six months into the Iran war, stock markets are still well ahead
The cliche ‘buying on the sound of cannons’ appears to have held up once again