Eric Rosenbaum
- Indexed articles, last 90 days
- 9
- Latest publication
- Sep 29, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 10, 2026
Latest articles
Gina Raimondo thinks AI ultimately will create jobs. It's the initial mass layoffs wave that worries her (opens the original)
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Gina Raimondo considers herself to be an AI optimist. She wants her children to live in an America where jobs we can't even think of today will be created, and where the benefits of AI spread: "Better healthcare, better technology, better data," she says. So why is it that the former U.S. Commerce Secretary and Rhode Island Governor is so worried about the threat of mass layoffs ripping apart the fabric of U.S. society? "I think the worst-case scenario is that we don't have a plan to make sure t
The market's new 'super-cycle' hedges for world whipsawed by supply shocks and inflation (opens the original)
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Oil has been a great trade in 2026, with wars between the U.S. and Iran war and Russia-Ukraine resulting in rising crude prices and big profits for opportunistic traders. Broad-based energy sector ETFs such as XOP are up roughly 40% this year, while ETFs betting directly on the price of oil, like USO, are up a lot more than that. Nothing can come close to the gains made by BWET, a freight ETF that bets directly on the cost of transporting crude around the world, now up over 4,000% this year and
Bitcoin is back, but potential Clarity Act fail and Dem midterms win could come for crypto prices (opens the original)
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Bitcoin's price has shown recent strength, with the cryptocurrency rising roughly 20% over the past month and back near the $80,000 level. For the volatile digital asset class, sharp moves are nothing new and bitcoin's performance in 2026 remains negative. It's still down close to 10% this year. The reasons for the recent rebound are multiple. In late August, the crypto market started moving past the latest "washout" that had occurred on August 19, one of the largest crypto liquidation events in
The capacitor supply chain bottleneck is becoming a bigger AI trade in the market (opens the original)
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Trading on commodity cycles within the technology sector is nothing new, and it's often associated with peak moments. Semiconductor ETFs like iShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) date back to the 2000/2001 period. For decades, the quarterly 13F filings of hedge funds have also detailed rapid movements into and out of chip stocks as booms and busts proceeded. AI is creating a new level of interest and playing field for this kind of trading, often through ETFs. There
Can international stocks continue to beat S&P 500? A weak U.S. dollar will help (opens the original)
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For years, U.S.-based investors ignored international markets and the argument for geographic diversification in stocks, and they paid no penalty for their provincial approach. Booming large-cap U.S. stocks trounced their overseas counterparts. But many investors woke up to the opportunity in foreign stocks in 2024 and 2025 as concerns about the valuation of the U.S. market relative to the world and its concentration in a narrow technology theme intensified. The trade was timed well, and it is s
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