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When Innovation Lends Itself to Copy ...
When Innovation Lends Itself to Copy ...

AI is at risk of commoditization by "distillation." Bursting of the dot com bubble took 2 years to play out. Patience will be rewarded

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2

Friday, January 31, 2025

When Innovation Lends Itself to Copy ...
When Innovation Lends Itself to Copy ...

AI is at risk of commoditization by "distillation." Bursting of the dot com bubble took 2 years to play out. Patience will be rewarded

344

0

2

Friday, January 31, 2025

Trade Update
Sunday strategy video
30 mins
Trade Update

Buying PPH as RFK Jr clears committee and it dips down to my 88 buy level.

Trade Update
Trade Update

Buying PPH as RFK Jr clears committee and it dips down to my 88 buy level.

Trade Update
Trade Update

Buying PPH as RFK Jr clears committee and it dips down to my 88 buy level.

91

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0

Tuesday, February 4, 2025

Trade Update

Trade Update

Buying PPH as RFK Jr clears committee and it dips down to my 88 buy level.

91

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0

Feb 4, 2025

Trade Update

Trade Update

Buying PPH as RFK Jr clears committee and it dips down to my 88 buy level.

91

0

0

Feb 4, 2025

Trade Update

Trade Update

Buying PPH as RFK Jr clears committee and it dips down to my 88 buy level.

91

0

0

Feb 4, 2025

When Innovation Lends Itself to Copy ...

When Innovation Lends Itself to Copy ...

AI is at risk of commoditization by "distillation." Bursting of the dot com bubble took 2 years to play out. Patience will be rewarded

344

0

2

Jan 31, 2025

When Innovation Lends Itself to Copy ...

When Innovation Lends Itself to Copy ...

AI is at risk of commoditization by "distillation." Bursting of the dot com bubble took 2 years to play out. Patience will be rewarded

344

0

2

Jan 31, 2025

When Innovation Lends Itself to Copy ...

When Innovation Lends Itself to Copy ...

AI is at risk of commoditization by "distillation." Bursting of the dot com bubble took 2 years to play out. Patience will be rewarded

344

0

2

Jan 31, 2025

Leverage without leverage

Warren Buffett and Peter Lynch tell us that diversification is bad. We explain what really happens when you diversify, and how we use it.

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3

Jan 15, 2024

669

MORE BUYERS OR SELLERS?
 Monday fast money

Chinese data suggests Covid testing is being reduced

Asymptomatic cases in China have begun to diverge from symptomatic cases.

206

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4

Dec 6, 2022

ON THE RADAR

INVESTMENT FORUM WITH A PROVEN TRACK RECORD

ECONOMICS/POLITICS/GEOPOLITICS  

DW_HEADER.jpg

INVESTMENT FORUM

WITH A PROVEN TRACK RECORD

ECONOMICS/POLITICS/GEOPOLITICS  

When Innovation Lends Itself to Copy ...

When Innovation Lends Itself to Copy ...

AI is at risk of commoditization by "distillation." Bursting of the dot com bubble took 2 years to play out. Patience will be rewarded

344

0

2

Friday, January 31, 2025

Honest Board

Honest Board

Last updated 2024-01-19. Our portfolio was up 2% compared to just 0.2% for its benchmark.

157

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Jan 12, 2024

When Innovation Lends Itself to Copy ...

When Innovation Lends Itself to Copy ...

AI is at risk of commoditization by "distillation." Bursting of the dot com bubble took 2 years to play out. Patience will be rewarded

344

0

2

Friday, January 31, 2025

balanced.png
balanced.png

METHODOLOGY:

1: Excess returns are calculated daily using US closing prices. 

2. Portfolios are rebalanced on Mondays at New York open, based on allocation strategies discussed in our Beat the Market video on Sunday.  

3: The calibration of our risk exposure is based on our target of annual excess return of 250 basis points and information ratio of 2. 

Boxing Day special - 2025 predictions

Boxing Day special - 2025 predictions

Our idea for what the DOGE will do on 1st April, and 20 other predictions for 2025 that you probably won't see elsewhere.

332

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3

Dec 26, 2024

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