Tag: stock market
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Day 450 of 1000: Managing my Retirement Savings Myself
I’ve developed an asset allocation model with simple timing models for managing my long-term retirement investments. I couldn’t make it work without the web app I’m vibe coding.
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Day 443 of 1000: FOMO Isn’t a Substitute for an Investment Process
Sharing research findings from Allianz Bernstein about how concentrated market indexes are on the AI buildout trade. What I’m doing about it.
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Day 427 of 1000: What if the AI Payoff is Delayed?
Apollo Chief Economist Slok says we haven’t seen any payoff from AI in sectors besides the sellers of AI hardware and services. What the benefits are delayed?
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Day 363 of 1000: Making Magic
Today is a week for making magic, ordinary kinds of magic, magic in hosting a graduation, magic in getting immersed in a great novel, magic in creating a trading plan for all seasons and markets.
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Day 324 of 1000: AI Disillusionment Amid Ongoing AI Equity Euphoria
On Twitter, commentators are questioning the fitness of AI for writing and agentic tasks. Meanwhile AI stocks continue to soar.
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Day 284 of 1000: Expecting Lower Stock Market Returns
There are good reasons to expect that the stock market is not going to just bounce back from the Middle East conflict.
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Day 246 of 1000: Land of the Rising Sun?
Japan’s new prime minister Sanae Takaichi won a super-majority in the house in yesterday’s snap elections. What does this mean for financial markets?
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Day 183 of 1000: Investing if there is an AI bubble
What do you do if you believe that U.S. stocks are in a bubble due to AI euphoria? Choose an equal-weight portfolio of global risk assets instead of market weight.