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Trade Alert: Two New Positions
We're adding two names that we have followed for some time and are well-positioned in two of the most exciting Revolutions happening today: biotech and alternative energy.
Bryce Smith
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How The World Will Change In The Next 10,000 Days
Imagine a world where AI optimizes daily life, robots automate mundane tasks, and sustainable energy powers our homes. Over the next 10,000 days, revolutionary technologies will Reshape industries and transform society.
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UAE/HK Takeaways Part III: My Big Four Investing Implications
tl;dr: (1) the rate of technological change far outpaces the rate of technological adoption.; (2) AI's probably going to work out; (3) real-world experiences are here to stay; (4) the world will probably to continue to become more interconnected.
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UAE/HK Takeaways Part II: China, And The Power Of The Status Quo
Maybe things won't change as quickly as everyone expects.
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Trade Alert: CRWD and LUNR
We're putting on small positions in CrowdStrike and Intuitive Machines.
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UAE/HK Takeaways Part I: Peace In The Middle East?
It's one of those unknown, unknowns that absolutely no one is thinking about right now.
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What To Expect This Fed Week
With the markets back to being close to their all-time highs, its probably a better time to be cautious than wildly bullish.
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The Apple We Need Isn't The One We've Got
No chat this week, and we didn't have high hopes for Apple's "It's Glowtime" event next week.
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A Busted Up Google
We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
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Headed To Abu Dhabi, Dubai and Hong Kong (Plus Markets Commentary And A Little Put Selling)
We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
Latest Positions
Latest Positions - Sept 3, 2024
Top 5 buys in alphabetical order right now are:
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Almost Everyone Is All In On AI. What does that mean for us?
What does the uniformity of agreement regarding AI mean for the markets and for us?