AI Drives Genomics
Trade in Whisky; This week I’ll be revisiting biotech and genomics, but before we get there, I will address
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
Latest
Risky Markets and Another PM
Trades in Soda and Whisky; After months of speculation, Sir Kier Starmer has resigned as the UK prime minister. It
Market Madness
Trades in Whisky; SpaceX got off to a good start. On Friday, the shares floated at $135 and are trading
Could Inflation Exceed Napier’s 4%?
"The Anatomy of a Bear Market" showed that the stockmarket starts to wobble when inflation exceeds 4%.
Where There’s a Bubble, There’s an Anti-Bubble
For one group of stocks to surge exponentially, capital must come from elsewhere. This we call the anti-bubble.
The Might of the Indices
The AI boom is being sold to the market at sky-high prices, and the resulting concentration in market indices matches that of major historical bubbles.