The FinanceTLDR Newsletter

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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Interest Rates Must Fall

Despite significant economic and political volatility recently, I think interest rates must fall.

Sep 23, 2024 • 

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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 • 

FinanceTLDR

 and 

James Wang

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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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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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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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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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2

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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2

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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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: 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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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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