Hey, that’s my job!

Hey, that’s my job!

AI is in the in the early innings of being applied to mainstream businesses, creating operating efficiencies and transforming tech […]
The Big Head Fake?

The Big Head Fake?

Investors have been waiting for months, even years, to “pivot” to away from “big tech”, especially the MAG7.  And perhaps […]
Where’s My Moat?

Where’s My Moat?

Wow, that took a while. From consumers’ perspective, there was favorable news on Thursday morning as CPI declined by 0.1% […]
Expanding Cracks in the Ice

Expanding Cracks in the Ice

As we were releasing our blog on Friday, we received new consumer sentiment information from the latest University of Michigan […]
Ice Melts from the Edges

Ice Melts from the Edges

Yesterday, we had an interesting day in terms of new economic and monetary data points.  For the second month in […]
Risk, Volatility and Diversification

Risk, Volatility and Diversification

Came across this video of Warren Buffet and Charlie Munger discussing diversification. In a nutshell,  “diversification, as practice, generally makes […]