Why Warren Buffett Wouldn’t Buy Oscar Health Stock ($OSCR), But You Should

Disclaimer: the content provided in this article is for informational and educational purposes only and does not constitute financial advice. It reflects the author’s opinions and research at the time of writing and may not apply to your individual circumstances. Always consult with a qualified financial advisor or professional before making any investment or financial decisions. The blog and its authors[…]

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Market Outlook for 2026 – Navigating Opportunities in S&P 500, NYSE, and NASDAQ

As we kick off 2026, the financial markets stand at a pivotal juncture. President Trump’s reelection and January 2025 inauguration have set the stage for pro-business policies, including tax cuts and deregulation, fueling optimism across Wall Street. The S&P 500 closed 2025 with a robust 16% gain, driven by AI hype and resilient consumer spending. Yet, entering this year, valuations[…]

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Deep Dive – Is the U.S. Stock Market in a Bubble?

Every major technological breakthrough in history has reshaped the economy. And almost every one has also produced a financial bubble. From railroads in the 1800s to the Internet in the 1990s, investors have repeatedly overestimated how fast innovation would deliver profits—and who would ultimately benefit. In 2025, with U.S. equity valuations near historic highs and artificial intelligence dominating market narratives,[…]

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The transformation of Oracle into a secular winner in AI infrastructure

Oracle shares have recently experienced a remarkable surge, climbing nearly 36% in a single session after the company reported its latest earnings results that highlighted a strong artificial intelligence (AI) pipeline and unprecedented cloud contract growth. Despite missing consensus earnings estimates, the enthusiasm from investors is tied to Oracle’s extraordinary backlog growth, highlighting its transformation into a key player in[…]

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The Incredible AI Bubble of 2025. An Economic Curious Perspective and Some Thoughts

The global financial markets in 2025 are witnessing what many experts now term an unprecedented “The Incredible AI Bubble of 2025… Or, better, the Everything Bubble.” This bubble spans multiple asset classes—stocks, housing, cryptocurrencies, and bonds—reflecting extreme overvaluation and fragility reminiscent of past manias but magnified in scale and complexity. The term “Everything Bubble” itself captures a zeitgeist of broad[…]

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