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The Latest Breaking News from Jordi Visser

Oil vs. rare earths: Which will shape the global economy’s future?

Oil shaped the last century, but rare earths may shape the next. As economies electrify and AI expands, control over critical materials is becoming a new source of global power.

Bitcoin's Next 'Major Bull Market' Will Be Driven By People Like You, Analyst Argues

Macro investor Jordi Visser says Bitcoin (CRYPTO: BTC) is early in a major bull market because the next wave of demand will come from billions of new digital wallet users, not Wall Street.

AI Just Sparked Biotech's Biggest Rally Since 2004 — Why Isn't Anyone Talking About It?

AI Just Sparked Biotech's Biggest Rally Since 2004 — Why Isn't Anyone Talking About It?

While everyone's watching AI reshape chipmakers and tech sectors, the most profound transformation may be unfolding where no one’s looking: biotech.

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Is the AI bubble about to burst, and what's driving analyst jitters?

AI stocks face bubble fears, but analysts say surging demand and infrastructure bottlenecks — not speculation — are the real issue.

Is AI The Key To Beating Cancer? Why Pharma Stocks Are Soaring

Something big is happening in healthcare, as pharma stocks have recently rallied on breakthrough AI developments that could reshape the entire industry.

The AI Bubble Is Bursting, But Not For The Reason You'd Think

AI-linked stocks have suffered another week of selling, with investors embracing a broad risk-off stance on the sector—but not for the reasons most had anticipated.

Nasdaq 100 Faces Worst November Since 2008 As AI Boom Hits A Wall

Tech stocks rarely falter in November unless major disruptions hit the market — and this year, troubling signals are already starting to emerge.

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Magnificent Seven Wiped Out Over $1 Trillion This Week: Is The AI Bubble Bursting?

Magnificent Seven Wiped Out Over $1 Trillion This Week: Is The AI Bubble Bursting?

It's been a brutal week for tech stocks, with AI-linked names tumbling across the board despite strong earnings from several industry leaders — a clear sign investors are starting to question whether the artificial intelligence boom has run too far, too fast.

Consumer Sentiment Tanks To 2022 Lows, But The Richest 3% Are Celebrating

Consumer Sentiment Tanks To 2022 Lows, But The Richest 3% Are Celebrating

The average American is growing more pessimistic about the economy, as a key sentiment index fell to its lowest level since June 2022, marking one of the bleakest readings since the survey’s inception in 1952. But there's a twist: wealthy Americans are actually feeling better than ever, buoyed by soaring…

Bitcoin's Downtrend Explained By Wall Street Vet: It's An 'IPO-Style Distribution'

Bitcoin's Downtrend Explained By Wall Street Vet: It's An 'IPO-Style Distribution'

Veteran Wall Street investor Jordi Visser said on Anthony Pompliano's podcast that the current Bitcoin (CRYPTO: BTC) price action resembles an "IPO-style distribution."

S&P 500 Is Trading Like It's 2000—History Shows What Happens Next Isn't Pretty

S&P 500 Is Trading Like It's 2000—History Shows What Happens Next Isn't Pretty

After racking up a staggering 85% return over the past three years, the SP 500 is riding a wave of momentum—but its valuation levels now echo the dot-com era, raising questions about whether long-term returns could once again disappoint.

Magnificent Seven surpass EU GDP: Is this a tech bubble warning?

Magnificent Seven surpass EU GDP: Is this a tech bubble warning?

The combined market value of the US 'Magnificent Seven' tech giants has surpassed the EU’s GDP, raising concerns of a tech bubble. While valuations are high, comparisons to the dot-com era suggest this may be a structural shift.

The Last Time This Signal Flashed, Stocks Cratered—It's Back Now

The Last Time This Signal Flashed, Stocks Cratered—It's Back Now

It's the summer of 2000 and the Nasdaq 100 has just delivered a staggering 300% gain over three years, but a sudden spike in volatility during the spring signals that equity valuations are starting to descend from their stratospheric highs.

Nvidia And Intel Just Changed The AI Game—And The Pressure on AMD And ARM Is Rising

Nvidia And Intel Just Changed The AI Game—And The Pressure on AMD And ARM Is Rising

Shares of Intel Corp. (NASDAQ:INTC) soared 28% on Thursday—notching their best session ever—after Nvidia Corp. (NASDAQ:NVDA) announced it would pour $5 billion into the rival chipmaker.

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