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AI Bubble is Deflating
Written by Briton RylePosted September 6, 2024
The first part of a bubble is about open-ended expectations. It’s always fun
Keep It Simple Stupid
Written by Christian DeHaemerPosted September 5, 2024
After three decades of investing, I’ve learned to reduce my investment theories to one if/then statement.
Stocks Take the Elevator Down
Written by Briton RylePosted September 4, 2024
“Stairs up and elevator down” is one of those old-school investment sayings that sounds kind of trite until all your stocks are down 10% in a single day…
The WSJ Just Rang The Bell At the Top
Written by Christian DeHaemerPosted September 3, 2024
Wall Street has done a very good job over the last 10 years conditioning people to just buy an index fund and ignore it. One day you will wake up rich, they say.
Going Nucular in Ghana
Written by Briton RylePosted September 2, 2024
NuScale is definitely worth a look at these levels
Learn to Code, They Said
Written by Christian DeHaemerPosted August 30, 2024
Emad Mostaque, founder and CEO of Stability AI, predicted that there “will be no programmers in five years.”
Dirty Profits
Written by Christian DeHaemerPosted August 30, 2024
Some 50% of China’s power comes from coal and its consumption continues to grow in real terms.
Nvidia's HyperGrowth is Over
Written by Briton RylePosted August 29, 2024
Nvidia's hyper-growth days are over
Nvidia Earnings Watch Party
Written by Christian DeHaemerPosted August 28, 2024
Old gold miners did reverse mergers and became tech stocks overnight.
China Stock Reckoning
Written by Briton RylePosted August 27, 2024
Just how much of a problem is China’s economy?
Silver Solid State
Written by Christian DeHaemerPosted August 26, 2024
Samsung claims that an EV with its new battery will have a range of 600 miles (965km) and will charge in just 9 minutes.
The Fed Has Spoken
Written by Briton RylePosted August 23, 2024
The question now: is the Fed once again behind the curve?
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