Excitement surrounding Artificial Intelligence has captured everyone’s imagination. However, there are many defining features of the current cycle that have us convinced the AI Paradigm Bubble is swiftly moving past euphoric expectations and is now in dangerous territory… like a bubble about to go “Pop!”
The new hype cycle surrounding Artificial Intelligence (AI) has captured the attention and imagination of Wall Street. In this presentation, the Portfolio Management Team dives into New Paradigms of the past...
Many investors view the S&P 500 Index as “the market,” but what are index investors really buying today? Additionally, you will learn the criteria used to identify attractive safety-first stocks in a world where the Index offers less diversification and more risk...
Our Chief Investment Officer, Zach Jonson, was interviewed on CNBC early this morning to preview Walmart (WMT) earnings. Zach made the case for why WMT is one of the largest positions in SFM client portfolios and what we are looking for from the company this earnings season.
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