
Will Higher Bond Yields Break the AI Bull Market?
Russ Cohen
Checking in on the bond market… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number Yardeni is watching As I write on Wednesday, the bond market just got rescued…for the moment. Yesterday, the 30-year Treasury yield touched 5.33% – a 19-year high. The “Bond … Read more

Don’t Sell Your AI Stocks – Sort Them
Listen to the audio version of this article (generated by AI). The public’s data-center revolt spreads… even Texas taps the brakes… will it kill the AI trade?… why the move is “sort,” not “sell” The public really hates data centers – but that could make you a lot of money. Last month, I introduced an … Read more



