AI Disruption & War. This market is getting more and more frustrating. AI is going to transform everything – business, education, society – and instead of working out how we are going to use it
The Psychology of Boredom. Since late October, SPY and QQQ have been going nowhere. Plenty of headlines. Plenty of “analysis.” but the reality is just motion without progress. Push to the top of the range.
AI & the Dow. The Dow reached a new milestone (50,000), and stayed above it for four days – then retreated. Why? The usual ‘AI bubble bursting’ explanation. I’ve been pondering the effect AI is
Is it a SaaSpocalypse? It has bothered me for some time that technology stocks are all lumped together. “Tech” has become one of those lazy market labels and covers everything from cloud infrastructure to social
Gold Fever: a Bubble? Gold has rarely been out of the headlines recently. New highs, endless commentary, breathless explanations. Gold is up. Silver is up. Every move is waved away with the same two words:
Panic First, Think Later Another week where panic ran well ahead of thinking. Some international headlines about tariffs and Greenland was enough to send everyone fleeing for the exits. So, on Tuesday the market slumped,
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