Goldman Sachs CEO David Solomon has cautioned that global equity markets could experience a correction within the next one to two years.According to Solomon, this projected correction is due to the cyclical nature of markets and the current boom surrounding emerging technologies such as artificial intelligence, he said during the  Italian Tech Week on October 3.GOLDMAN’S CEO DAVID SOLOMON SAYS A PULLBACK IS COMINGWarns equity markets look stretched & a drawdown in the next 12–24 months “wouldn’t surprise me ...

Goldman Sachs CEO David Solomon has cautioned that global equity markets could experience a correction within the next one to two years.According to Solomon, this projected correction is due to the cyclical nature of markets and the current boom surrounding emerging technologies such as artificial intelligence, he said during the  Italian Tech Week on October 3.GOLDMAN’S CEO DAVID SOLOMON SAYS A PULLBACK IS COMINGWarns equity markets look stretched & a drawdown in the next 12–24 months “wouldn’t surprise me ...

Right now, only some people negotiate their salaries while others accept whatever offers they get. I asked ChatGPT what would happen if everyone started negotiating their pay instead of just the confident or experienced workers. Find Out: I Asked AI To Make Me As Much Money As Possible: Here’s What Happened, According to Codie Sanchez Read Next: How Much Money Is Needed To Be Considered Middle Class in Your State? The AI called it an “interesting thought experiment” and broke down how this change would af ...

Key Points Small cracks in renewal rates could have a meaningful impact on profits. Global expansion is promising, but it comes with risks. Costco’s high valuation leaves little margin for error if growth slows or risks materialize. 10 stocks we like better than Costco Wholesale › Costco Wholesale (NASDAQ: COST) has a reputation that most companies would envy. Loyal members, steady traffic, and a culture of value have made it one of the most reliable compounders in the retail industry. Investors l ...

Ethereum value, ethereum price. Photo by BeInCrypto Ethereum (ETH) has continued its strong upward momentum, climbing beyond $4,500 in recent sessions and approaching a new all-time high.  The second-largest cryptocurrency by market capitalization is showing signs of renewed investor optimism. However, whether it can surpass $5,000 will depend on maintaining key technical and psychological levels. Ethereum Holders May Not Sell Currently, about 97% of Ethereum addresses are in profit. Historically, when ...

Bond investors have ridden a profitable playbook this year to score big wins on Federal Reserve interest-rate cuts and tumbling short-term US yields. Now, they’re ready to look out a little longer on the Treasury curve. Most Read from Bloomberg A cluster of bullish option trades has emerged over the past two weeks, wagering that a rally in 10-year US Treasuries will drive the benchmark below 4% for the first time since April. Pacific Investment Management Co. is advising clients to lock in yields whi ...

Key Points Applied Digital stock has soared since the company announced a major deal with CoreWeave in June. The company's most valuable asset is contracted power for its data centers to meet growing demand for AI. Future profits from more deals could justify more highs for the stock. 10 stocks we like better than Applied Digital › Applied Digital (NASDAQ: APLD) is a leading designer and builder of data centers that has seen its stock rocket around 250% year to date at the time of writing. It's no ...

Since the Labour Party came into office in the U.K. last year, many have wondered if oil and gas drilling will continue or whether we will witness an all-out shift to renewable energy. Prime Minister Kier Starmer has introduced stricter taxes on fossil fuel companies since coming into power, but has also said that oil and gas will continue as part of the energy mix for as long as it makes sense. So, as the investor environment in the U.K. North Seas becomes ever murkier, what can we expect? In June, the ...

投资理念核心 - 沃伦·巴菲特强调在商业合作中信任和品格与财务指标同等重要 [1] - 其核心理念为不与缺乏优秀品质的管理者合作 无论其业务前景多么诱人 [2] - 商业成功不仅在于发现机会 更在于选择正确的人来把握机会 [5] 投资实践与案例 - 该理念源于其领导伯克希尔·哈撒韦的丰富经验 旨在与体现能力、诚实和正直的领导者合作 [3] - 伯克希尔·哈撒韦最成功的收购案例 包括时思糖果、内布拉斯加家具商城和GEICO 均由巴菲特极为钦佩其诚信和长期专注的管理者领导 [4] - 与价值观或行为损害信任的个人达成的交易注定失败 无论财务方面多么吸引人 [4]

美联储理事米兰的政策立场 - 在9月美联储利率会议上投票反对降息25个基点，主张更激进的降息50个基点[1] - 认为当前利率水平已“深入限制性区间”，远高于其估算的约2.5%的中性利率水平，高出近两个百分点[3] - 呼吁美联储采取“快速、大幅降息”措施，建议在今年剩余议息会议上累计再降息125个基点，远超其他官员普遍预计的50个基点[3] 米兰对通胀与住房成本的看法 - 将住房成本变化视为其通胀预测体系的核心风向标，住房成本在PCE通胀中占比约16%，在CPI中权重更高[5] - 认为通胀压力正在缓解，并将特朗普政府时期更严格的移民政策视为压低住房通胀的主要因素，称移民数量减少是“我一生中最大规模的人口增长冲击”的逆转[5] - 其预测具有可变条件，明确表示若未来出现冲击导致租金大幅上涨，将调整其温和的通胀预测[6] 政策主张的潜在影响与质疑 - 警告将利率长期维持在过高水平可能给美国经济带来巨大压力，导致失业率出现“实质性的上升”和“不必要的裁员潮”[3] - 其分析框架中的核心要素（如移民政策、关税对财政和储蓄的影响）与特朗普的核心政策议程紧密相连[8] - 其模型被质疑可能过于简化，忽略了地缘政治冲突对能源价格的冲击、服务业工资粘性及关税带来的进口商品涨价压力等抵消因素[9] 与美联储主流观点的分歧 - 美联储主席鲍威尔近期表态谨慎，强调因通胀率仍高于2%目标，美联储将等待更多数据，“不需要急于调整政策立场”[9] - 鲍威尔指出关于关税、移民等政策如何实施尚不清晰，美联储需密切关注并充分评估后再制定应对措施，这与米兰“快速行动”的呼吁形成鲜明对比[9] - 米兰与同僚对于最终利率目标的预测差异不大，核心分歧在于降息的速度，“唯一的不同就是我希望更快一些”[3]