Among other random thoughts during the day in the office, one thinks about purpose, focus and motivation. And in case one’s mind wonders, a snippet
AI is new and interesting and thus it pays to skim widely to tentatively take at least mental positions on where it may or may
Dan and Verdad do a great job with data annunciating what I say in 2500 non-AI words. This “relative” problem started mid-May. “Companies with lottery-ticket,
I will admit to a little Scott Bessent man-crush from a purely intellectual standpoint. But I find this press release from the Treasury perturbing. Simply
Yes, this is what happens when you are stuck at airports. A few thousand years ago, this writer and portfolio manager had hair and wrote
A few thousand years ago, we were the largest shareholder in Tripos, an early attempt at pre-AI drug discovery tooling. We made a lot of
You are welcome. I just saved you from having to read Meltzer’s 3-volume set: The History of the Federal Reserve, which I am sure is
These two commentators – Nell Minow and Aswath Damodaran – sum up the topic as well as any. CSC says the following: It is interesting
Twenty Investment Lessons of 2008 – I think this was culled from a Seth Klarman Interview Things that have never happened before are bound to
What we do get is we know what the AI adoption component is and the amount that they’re spending into it is going.
After 44 Years, We Are Moving from Buy to Sell
There is nothing new in this piece by MM. He has written essentially the same thing for 20 years. And he stands on other shoulders
