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The Line Between Smart AI and AGI Just Got Blurry
In early 2024, at our Total Wealth Symposium at the Ritz Carlton in Orlando, I gave a talk on the...
Investing in an Uncertain World
A reader asks: What are we supposed to do over the next 4 years with the Administration’s continuous change in...
Can Apple’s AI Delay Actually Be Its Biggest Advantage?
Last week we talked about how Apple’s AI missteps could end up permanently damaging the company. Apple keeps delaying most of the...
Buying When the Stock Market is Down 15%
At the worst point of this correction the S&P 500 closed down 18.9%. That was before the giant 10% gain...
How China Could Quietly Upend the AI Race
I’ve been pounding the table about how important the US-China trade war is to the future of AI. Nothing is...
Misbehaving in a Volatile Market
Volatility is heightened right now. We have volatility in markets, government policy, trade and supply chains, which translates into emotional...
Some Early Lessons From the Tariff Tantrum
Some thoughts and questions on what’s been happening in the markets of late: The market still has veto power. Seeing...
A Wild Week Hints at What Comes Next
“There are decades when nothing happens, and there are weeks when decades happen…” An observation that perfectly sums up a...
Animal Spirits: The Stock Market Crashed. Now what?
Today’s Animal Spirits is brought to you by Betterment Advisor Solutions and the Morningstar Investment Conference See here for more...
Is A Massive AI Melt-Up Coming?
Since President Trump announced a new round of tariffs last Wednesday, the stock market has been on a wild ride....
How to Survive Chaotic Markets
Last Thursday the S&P 500 finished the day down 4.8%. Then on Friday it declined another 6%. That’s a loss...
Is Apple the Next Nokia?
Dear Reader, The other day, I accidentally spilled some water on my iPhone. So I asked Siri if my iPhone...
