“Why The Global Economy Will Begin To Collapse In Eight Days” – This headline greeted me in my Substack feed upon my return from a family vacation. Unfortunately, by the time I saw the article it had been 14 days since it was published. I was too late. After 30-plus years of prudently investing my…
Rule one: When you realize you have made a mistake, don’t make it worse. That seems like such an easy concept, but it is so hard in real life. It is our nature to fixate on the original mistake instead of dealing with where we are now. This happens in investing all the time: An…
“I know it when I see it.” This is also many people’s definition of evil, which has been on my mind over the past few weeks. Evil comes in myriad shapes and forms. Obviously, we have the war with Iran, but this week I witnessed evil closer to home, and this we have more control over.
“People should stop training radiologists now. It’s just completely obvious that within five years, deep learning is going to do a better than radiologists.” ~ Geoffrey Hinton aka “The Godfather of AI” Does that scare you? Would it scare you less if you knew that quote is more than a decade old, and that out…
I understand why President Trump wants Greenland, and it is not my role to pontificate on whether the U.S. needs to possess Greenland. Last Tuesday we did not trade at all. As I sat and watched the mayhem, I wondered, who is selling today? To me the outcome of the Greenland fiasco was obvious.
