B&A WHITE GROUP

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  • Are AI stocks in a bubble? What you need to know

    Are AI stocks in a bubble? What you need to know

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    Well, Barkclay’s research is really just throwing cold water on AI investment, shall I say hype. Their analysis shows AI related spending boosted US GDP growth by about 1 percentage point in the first half of 2025. And yes, that would include OpenAI spending because it goes into the same buckets. But that contribution, according…

  • Stock market has used up a lot of capacity, says economist Jim Paulsen

    Stock market has used up a lot of capacity, says economist Jim Paulsen

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    Joining me now is Jim Paulsen. He’s author of the newsletter Paulsen Perspectives, long-time economist and strategist. Jim, it’s great to see you. >> Thanks for having me, Mike. Great to see you as well. >> And you know, it’s it’s funny cuz the narrative has been actually all about a potential overheat, right? Of…

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