GHPIA Market Update Webinar | Artificial Intelligence or Artificial Hype?
February 19, 2025
In our webinar, Brad Engle & Christian Lewton discuss Nvidia, market expectations, and GHPIA’s AI philosophy. Will AI be a boom or a bubble?
Author: Christian Lewton
Artificial Intelligence or Artificial Hype?
February 13, 2025
Artificial intelligence is booming—but is it sustainable? We break down Nvidia’s dominance, competition, and our approach.
Global Defense Spending in an Uncertain World
December 17, 2024
The ongoing increases in absolute military spending underscores nations' growing emphasis on defense amid increasing global instability.
Social Security and You
November 6, 2024
Social Security may not be enough to sustain your lifestyle in retirement.
Navigating China’s Real Estate Reckoning
February 15, 2024
At GHPIA, we hold the view that achieving this rebalancing act will prove exceedingly challenging. The absence of a true rule of law in China will only perpetuate a decline...
Examining the Recent Surge in Bond Yields
November 20, 2023
If pursued, the transition to higher interest rates in Japan is anticipated to unfold gradually, allowing global markets the opportunity to adapt and react carefully.
Will Energy Prices Bring Back the Doldrums of the 1970s?
August 12, 2022
The energy landscape has changed since the 1970s. While rising prices at the pump will continue to eat into consumer wallets, the reduced impact fossil fuel prices have on the...
Tesla: Which Seat Are You In?
December 31, 2021
For all the market optimism about Tesla, even seasoned equity analysts have a hard time coming up with a consensus valuation. Here are some scenarios for the electric vehicle company’s...
How GHPIA Screens Stocks for Your Portfolio
March 31, 2021
Our Investment Risk Scorecard helps us quantify the exposure of companies and industries to risk, based on these five fundamental metrics...
