The VCX Frenzy Is a Warning for AI IPO Investors
Everyone wants a piece of Anthropic, OpenAI, and SpaceX before they go public. But the frenzy around the VCX fund is a warning, not an opportunity. Here are three smarter ways to play the AI IPO wave without overpaying.
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You buy when the VIX is high.
Since 2000, average forward 12-week return for $SPX when $VIX is in upper 20%-tile is 4.4% - more than double when VIX i...
Not a huge of that March ISM Manufacturing Report.
New Orders down from 55.8 -> 53.5
Employment down from 48.8 -> 48.7
Prices Paid up from 70.5 ...
Frankly, I'm shocked by the resiliency of the consumer. Granted, these are February numbers, so before any missiles were launched in the Middle East, ...
