One reason why the U.S. stock market may have been able to register new highs of late is that the supposed end of U.S. exceptionalism looks to have been very short-lived. The chart from Torsten Slok, ...

For years now, experts have warned that the AI industry is a massive bubble waiting to burst, enormous hype that drives a market frenzy, leading to a near collapse when it's exposed to be built on top ...