"The CEO of a tech company is
much more likely to get fired for
not spending enough on AI versus
spending too much, because right
now, that is the deciding factor."
Shana Sissel,, president and CEO of Banrion Capital Management.
"A stress test that would be beneficial for investors would be one that warns us of the type of poor decisions we are liable to make when under stress. These are the stresses that will have a predictable impact on portfolio outcomes."
Joe Wiggins, financial author.
“Investing is about improving your odds of success.”
Clyde Rossouw, portfolio manager Ninety One
"The ‘Trump Trade’ should naturally pause after the recent run: investors will need confirmation that the expected policy changes will be met with reality. In other words, the market will move to a ‘show me the money’ phase.”
Chen Zhao, chief strategist at Alpine Macro.