Three Things – Exponential AI
Here are some things I think I am thinking about this week: 1) Google's VEO 3 is Mind Blowing. So far AI has been interesting, but not earth shattering. I use ChatGPT dozens of times a day and it is [...]
Here are some things I think I am thinking about this week: 1) Google's VEO 3 is Mind Blowing. So far AI has been interesting, but not earth shattering. I use ChatGPT dozens of times a day and it is [...]
Did you hear that the bond market is crashing everywhere? That's right. If you open up the financial news today you'll see these three headlines as the top bond market news: My goodness. Sounds like it's bunker time! But is [...]
Here are some things I think I am thinking about this weekend. 1) Moody's Downgrades US Government Debt. After the close on Friday Moody's dropped a bombshell downgrade of US government debt from AAA to aa1. It's deja vu all [...]
Here are some things I think I am thinking about this week: 1) The China Deal is Actually a Big Deal The White House announced the framework for a trade deal with China where the effective tariff rate with China [...]
Here are some things I think I am thinking about this week: 1) Should you replace your S&P 500 holding with Berkshire Hathaway? I got a great question from my friend Simon, a financial advisor in Canada, who has been [...]
Here are some things I think I am thinking about this weekend: 1) Updating the Roche Recession Rule. I've updated the very, very famous Roche Recession Rule, which was very famously named by me and for me. I highly recommend [...]
Here are some things I think I am thinking about this week: 1) Does the Negative GDP Mean We're in a Recession? We got a huge data dump on Wednesday including the first estimate of Q1 GDP which came in [...]
Here is a thing I think I am thinking about. 1) What is a Trade Deficit and is it Killing America? This week's video is about the trade deficit. I covered some basics about how this all works and why [...]
We got a pretty interesting set of comments on Tuesday evening from Donald Trump. He confirmed two very important things: He's not going to fire Powell. He says the tariffs on China will be "come down substantially, but it won’t [...]
Here are some things I think I am thinking about. 1) Fed Independence. The biggest news of this past week was the potential for the President to fire employees of independent agencies. That would include Fed Chairman Powell. I have [...]