AI Disruption

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 to improve our lives we are busy chasing our tails and wringing our hands. (Can you do both at once? […]
AI & the Dow

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 going to have in business and society, which I think is going to be massive. Your browser does not support […]
Bear Trap?

Bear Traps and Log Charts Well, I must remember not to go away again – bad things happen! The last 2 weeks have not been particularly enjoyable – marketwise, I mean (I had a nice holiday!) So what’s happening? Are we in a bear trap? Your browser does not support the audio element. As with […]
Bloodbath? or Wave?

A big wave on Friday! Nasty. But we’ve been saying for some time that the market is volatile, looking for bad news, then overreacting. The financial press always gives a reason as they want to appear authoritative, dispensing their wisdom to the great unwashed. Friday’s ‘reason’ was economic data on business activity and consumer sentiment. […]
Buffett’s Warning

Warren Buffett’s Warning. Last week I said that I had seen the headlines that Buffett, the ‘Oracle of Omaha’, was warning to get out of the market but hadn’t had time to check them out. Now I have, and they are very interesting, so I have decided to put off the last instalment of income […]
Buffetted by the Market

Buffetted by the Market. A gruesome week, but we’ll get to that later. I thought that we would take a look at Warren Buffett, the ‘world’s greatest investor’. Yes, he is wildly wealthy ($150 Billion), but is he actually that good an investor? Buffetted by the Market Buffett took over the company in 1965 when […]