Never let a good crisis go to waste. In his October Market Insights, Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, states that the Fed has embarked on the most aggressive tightening cycle in modern history, and suggests investors prepare for a new era in the energy sector.
March Market Insights: There is no Bronze Medal
Markets are not pricing that reality. Investors still treat the AI build-out as marginal cloud spend or another overhyped software cycle. They debate whether Big Tech is “exhausting its available capital” or whether capex “must mean revert,” as if infrastructure were optional and competition courteous. They are using valuation models from the wrong century for the wrong game.
