The debate about AI has gone tribal, and I don't think that serves anyone who actually manages money. On one side you've got the optimists, convinced AI will remake the economy (and take a lot of...
.png)
An electric economy, a decade early Nobody would call Chengdu a quiet city. When you have twenty-one million people, scooter horns, hotpot exhaust fans, and construction at all hours, you get a...
Remember picking teams in gym class? It was a brutal ritual with a predictable mix of embarrassment and hurt feelings that we rightfully left in the past. We generally try to avoid ranking human...
5.5% seems like a pretty great investment return for cash-equivalent instruments. Given how low the risk is for a CD or money market funds, taking the 5.5% and running seems like a solid bet right...
-1.png)
The problems/resolutions of both Silicon Valley Bank and Signature Bank bring to mind a Theodore Roosevelt quote: “In any moment of decision, the best thing you can do is the right thing, the next...
.png)
“What do you do with cash?” is an investment question as old as, well, investing. It’s rare (and usually unwise) that an investor would have the entirety of their assets or holdings actively trading...
%20(1).png)
Please fasten your seat belts and return your tray tables to the upright and locked positions — we will be landing soon.
.png)
As the end of the year approaches, investors are trying to make lemonade (tax loss harvesting) out of lemons (capital losses on investments). Investors ought to keep in mind: when managing a...
