The first RoboStrategy Investor Day is tomorrow, Wednesday, June 10 at 10:00 AM ET, live on X from @RoboStrategy.
The team will break down the robotics thesis, the fund, the portfolio, and how we invest in physical AI.
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Retail investors are piling into the stock market at unprecedented levels, completely abandoning traditional safety nets.
Legendary market strategist David Rosenberg points out that an astonishing 72% of U.S. household financial assets are now crammed into equities, a massive spike that completely eclipses the peak of the late-1990s dot-com bubble.
Meanwhile, the president of Rosenberg Research highlights that bond allocations have dwindled to a mere 8% because they lack "sex appeal" at cocktail parties.
Rosenberg underscores that while AI is a genuine technological game-changer, the real bubble isn't the technology itself, it's wild investor behavior.