When “mine and yours” becomes “ours,” does that also apply to financial assets? Michelle Connolly spoke to three couples early in their marriages to discuss merging wealth and making healthy financial decisions together.
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.
