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1000 Years of Technological Disruption #BofA
AI dictionary, part 3: Resources and risks (08 July 2025) | BofA Institute
AI dictionary, part 1: The basics (30 Jun 2025) | BofA Institute
"Price is Right": oil is the best performing asset in 2026 on US Iran, and geopolitical shocks. Following geopolitical shocks in past 90 years oil is the best performer over 3 months (up 18%), then gold (6%) US stocks (4%); but 6 months after geopolitical shocks gold keeps outperforming (up 19%), stocks stall, while oil reverses all gains. Or "Rock the Geopolitics = trade oil, own gold."
Source: matthew Sigel
"About $84 trillion is expected to pass from seniors and baby boomers to Gen X, millennials and their heirs through 2045" - BofA
-Crypto / digital assets is the 2nd most favored "greatest opportunities for growth" for those 21-43
Summary of Global Asset Rotations (1971–Present) by BofA Hartnett - MikeZaccardi
"The market is oversupplied. Inventories are rising... and we expect roughly a 2 million barrel a day surplus this year." — Francisco Blanch (On fundamental weakness) 00:00:42
"The recovery of market share that OPEC started a couple years ago hasn't quite been fully finished." — Francisco Blanch (On strategic goals)…
Gold is now the most “crowded trade”, acc to BofA’s monthly Global Fund Manager Survey | 🔗 Holger Zschaepitz | #BofA #Gold