Andy Wang has been kind enough to have me on his excellent show, Inspired Money, several times including just last week. Here are some details and the link: When the financial markets feel chaotic, it helps to get insights from experts who thrive in uncertain times. On a recent episode of Inspired Money, host Andy … Read more
The government is about to use its incredible stores of data to feed advanced AI models. It could be effective in staying ahead of China, but there are some un-discussed security issues involved. Bitcoin has gone hyper-volatile again. Why does it keep happening at night on weekends? Does it matter? Multiple States are investigating buy … Read more
I’ve spent two years warning about the massive spending on AI without a business plan to earn a return on that spending. The big tech companies that used to have pristine balance sheets are now taking on record levels of debt to fund their AI spending. In related news, Meta (Facebook) is going to sign … Read more
Hi All, I’m currently in Jerusalem and spent the afternoon at the Israel Museum where they have the Dead Sea scrolls. One of the scrolls written/copied 2,000 years ago is entirely dedicated to gratitude. I suspect that most successful nations, religions, and cultures make a place for expressing gratitude. In my opinion, our American version … Read more
Overview: The Federal Reserve concluded its October meeting and as expected, lowered the fed funds rate by 25bp (.25%). The market celebrated…until Chairman Powell said that the Fed hadn’t decided to cut another 25bp in December. This caused the market to fall, but I’m not sure under what circumstances he would have said the decision … Read more
This week’s 5 Things issue is now publicly available: https://deepknowledgeinvesting.com/5-things-to-know-in-investing-this-week-the-decoupling-issue/
