Barron's Mailbag: Dan Ives and the Shaky Pillars of AI -- Barron's

Dow Jones
02/07

To the Editor:

The Dan Ives profile is an important story (" He's Wall Street's Biggest Showman. Should You Trust Him?" Cover Story, Jan. 30). It showcases how all pillars of the artificial-intelligence story are working to inflate the bubble exactly as happened with the internet boom 25 years ago: research analysts who for ulterior motives push aggressively positive views of stocks that are inflated in valuations; companies funding one another, creating false demand; and accounting standards that don't meet the spirit of the law. I can't wait to see what happens when the market starts to show major depreciation expenses from Alphabet and other giants. This isn't going to end well.

Chris Baur

On Barrons.com

Soon to Crumple

To the Editor: I predict that Kevin Warsh will crumple like aluminum foil when President Donald Trump starts demanding lower interest rates (" What a Warsh Fed Would Mean for Interest Rates and Inflation Policy," The Economy, Jan. 30). Does anyone really think that Trump picked Warsh to lead the Federal Reserve because he's a "hard money guy?" He picked him because he'll give Trump what he wants: lower rates in a hurry. Long gold.

Declan Murphy

On Barrons.com

Powell Bashing

To the Editor:

What many of the Monday-morning quarterbacks bashing Fed Chair Jerome Powell seem to forget is that the choice was higher unemployment or higher inflation (" Kevin Warsh Is Trump's Man -- and His Own. How He Will Reshape the Fed," Jan. 30). Powell made the determination that it was better to have a job with higher costs than no job and lower costs.

Chet Morton

On Barrons.com

A Hill Too High to Climb

To the Editor:

Mickey D. Levy and Michael D. Bordo are spot on with respect to inflation and the basic economic principles of demand exceeding supply leading to higher prices (" Bowing to the Affordability Mirage," Other Voices, Jan. 30). It seems that the reason our leaders sidestep the fundamental issues is that the election cycle in the U.S. leads to short-term thinking and a preference for quick, headline-grabbing solutions. Addressing the deep-rooted economic issues facing the U.S. in the medium to long term requires a bipartisan commitment to our future. The recurring November elections apparently make the real issues a "hill too high to climb" for our elected leaders.

Gary Nussenbaum

Wyckoff, N.J.

To subscribe to Barron's, visit http://www.barrons.com/subscribe

 

(END) Dow Jones Newswires

February 06, 2026 21:30 ET (02:30 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

应版权方要求,你需要登录查看该内容

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10