Louis Navellier

We are in the middle of a strong earnings season, but the stock market is a bit overbought in the near term, so do not be surprised if it backs and fills a bit.

AI growth is constrained by memory and computing restrictions, as the backlog to build more data centers is still growing.

The reason Britain gets a new Prime Minister almost every year is due to the bond vigilantes squelching their government spending proposals.

This is a good time to remind investors that the U.S. remains an economic oasis compared to the rest of the world.

I hope you share my view of accelerating GDP growth and the incredible earnings market, which should persist for months.

The truth of the matter is that we cannot stop the current technology train, so you must get on the train, or get left behind.

Overall, I want to remind investors the U.S. remains an economic oasis and is the primary driver of worldwide economic growth.

The U.S. is leading the world, the AI and data center boom cannot be stopped, and the boom will persist for at least the next three years.

Warsh’s first job is to build a consensus on the FOMC, so it may take Warsh some time to reel in many FOMC members who like to chat with the media.

S&P 500 earnings are up a stunning 29.3% versus a year ago, with eight of 11 S&P sectors sporting double-digit earnings increases.