Updates

"Worried About An AI Bubble? Focus On Fundamentals." by Joe Moglia, Forbes

In a recent report from Goldman Sachs, just 11% of companies in the S&P 500 provided hard numbers supporting productivity gains due to AI during their second quarter earnings calls. Only 2% could say that AI was directly impacting their earnings. Even for companies that showed productivity gains, there was only a “small and statistically insignificant difference in earnings growth.”

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"How Investors Need to Think About the Iran Conflict Right Now" by Joe Moglia, Substack

Early on during the conflict in Iran, I wrote on Forbes about what investors needed to do in the face of such a crisis. One of the key things I was looking for and continue to look for was a definitive sign that the fighting was truly over.

We haven’t gotten that yet.

The conflict remains hot, there’s mixed messaging around the Strait of Hormuz, and the price of oil continues to climb.

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Claman Countdown - Kevin Warsh is making a 'big bet' on productivity in AI: Joe Moglia

Former TD Ameritrade chairman and CEO analyzes Fed chair Kevin Warsh's approach to communication, his stance on A.I. and more on 'The Claman Countdown.'

Markets plunge on Wall Street following Federal Reserve chair Kevin Warsh's hawkish statements, hinting at two interest rate hikes by year-end. Warsh also addresses Artificial Intelligence, noting A.I. demand is measurable but supply-side growth remains uncertain for inflation. Former TD Ameritrade chairman and CEO Joe Moglia comments on the market downturn and SoftBank Corp.'s failed attempt to secure a $10 billion loan.

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Markets remain resilient amid fluctuating oil prices, US-Iran war - Mornings with Maria

Joe Moglia joins 'Mornings with Maria' to analyze current market resilience, highlighting strong performance despite global challenges.

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Kevin Warsh is making a 'big bet' on productivity in AI: Joe Moglia

Former TD Ameritrade chairman and CEO analyzes Fed chair Kevin Warsh's approach to communication, his stance on A.I. and more on 'The Claman Countdown.'

Markets plunge on Wall Street following Federal Reserve chair Kevin Warsh's hawkish statements, hinting at two interest rate hikes by year-end. Warsh also addresses Artificial Intelligence, noting A.I. demand is measurable but supply-side growth remains uncertain for inflation. Former TD Ameritrade chairman and CEO Joe Moglia comments on the market downturn and SoftBank Corp.'s failed attempt to secure a $10 billion loan.

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"5 Leadership Lessons From Basketball’s Greatest Comeback" by Joe Moglia, Substack

What Leaders Can Learn From Basketball’s Greatest Comeback

The Knicks are NBA Champions for the first time in decades. I’ll be able to see the start of their ticker-tape parade in Battery Park from my window. It’s been a long time coming, and New Yorkers have waited for this moment for 53 years. I’m not a major basketball fan, but I grew up with the Knicks and I always want them to do well.

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"What The Spirit Airlines Failure Teaches Business Leaders" by Joe Moglia, Forbes

Fuel costs have surged in the months since the war in Iran began. Consumers are feeling the pinch at the pump, and highly exposed industries—like cruises and airlines—are under pressure. Spirit Airlines is arguably the biggest business loser so far. It was an already troubled company, and when the price of jet fuel rose, it increased Spirit’s costs by $100 million over two months, and the company failed in May. A government bailout attempt couldn’t get off the ground.

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"Unpacking GameStop’s Wild eBay Bid" by Joe Moglia, Substack

GameStop is once again driving headlines, only this time it’s a poorly thought out attempt to buy eBay, rather than meme stock frenzy.

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