Okay so I wrote a variant of this article for FH Premium subscribers earlier this week. But a lot of you have been asking for my thoughts on AI and the Iran war. So I wanted to release this FH Premium article, with some edits, so that you guys know my latest thoughts on the issue. 3 topics I want to discuss:

1. Has the AI bubble burst?
2. Will the Iran war cause a market crash?
3. Why I sold some of my REITs?

Let’s get right into it. Has the AI bubble burst? In recent articles, I shared that the market may potentially be in the midst of an AI to value stock rotation, but that for now it is not clear whether it will be a full rotation or a temporary pause in the AI rally. Well, last week was a strong point in favour of the value stock camp, because you can see how AI...