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The Wizard of O(z)penAI
Drawing parallels between the classic parable of The Wizard of Oz and the unraveling of the world’s preeminent AI company, OpenAI.
Sep 26, 2024
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The Wizard of O(z)penAI
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Interest Rates Must Fall
Despite significant economic and political volatility recently, I think interest rates must fall.
Sep 23, 2024
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Interest Rates Must Fall
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August 2024
Is OpenAI Overpriced?
Is OpenAI priced? Silicon Valley venture capitalist and Bridgewater and Google X alumnus James Wang discusses his view on AI and OpenAI's valuation.
Aug 8, 2024
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Is OpenAI Overpriced?
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July 2024
Market Pulse: Long Time No See
Discussing a populist presidential election's effect on markets, and other interesting market observations.
Jul 11, 2024
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Market Pulse: Long Time No See
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June 2024
Market Pulse Premium: Liquidity Bazooka
Two important total US liquidity events driving the stock market that must not be ignored.
Jun 4, 2024
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Market Pulse Premium: Liquidity Bazooka
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May 2024
The US Government's Seismic Policy Shift
An unexpected solution to the US government's uncontrollably growing debt problem that will upend how we see a renegade asset class.
May 29, 2024
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The US Government's Seismic Policy Shift
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Market Pulse Premium: Seize The Moment
Discussing the Federal Reserve's decision to support markets, its second order effects, and strategic ideas.
May 24, 2024
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Market Pulse Premium: Seize The Moment
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Market Pulse: Saving On Used Cars
Discussing last week’s CPI report, a macro overview, and investment updates from Buffett and Druckenmiller.
May 21, 2024
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Market Pulse: Saving On Used Cars
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When Is US Government Debt Too Much?
The definitive answer to the timeless and often poorly answered question, when is US government debt too much?
May 16, 2024
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When Is US Government Debt Too Much?
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Market Pulse Premium: Let's Find Trillions
A locally maximally important newsletter on where markets is headed for the rest of the year.
May 13, 2024
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Market Pulse Premium: Let's Find Trillions
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Market Pulse: Buffett and Druckenmiller Speak
This is what legendary investors Stanley Druckenmiller and Warren Buffett has to say about markets recently.
May 11, 2024
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Market Pulse: Buffett and Druckenmiller Speak
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The Japanese Yen End Game
Why the Japanese Yen is falling and why it's not a problem.
May 7, 2024
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The Japanese Yen End Game
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