FactSet: 10 out of 11 sectors are reporting Y/Y revenue growth and 8 out of 11 sectors are reporting earnings growth for Q3.
Revenue does not always translate into profits.
Watch out for sectors like comms. Services, energy and consumer Staples.
How Do We Hedge Against AI Bubble Pop?
Everyone’s talking about “the mother of all bubbles”… but few are talking about how to hedge it — without missing the final leg of the rally.
You want to stay in for the bubble gains (who doesn’t?), but a smart investor knows to keep an escape pod ready. So how do you do it?
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