What a whirlwind were the first two quarters of the year!
If we simply looked at year-to-date returns, it would seem like a pretty normal year. Up 6% for the S&P
Years ago, while visiting investment managers in Manhattan, I had an interesting experience. I went from a reputable value manager from one side of the street
Over the years my family and I have enjoyed playing Whac-A-Mole or games like it. For those not familiar, the object of the game is to hit the mole wherever it
When someone says they're "all in" with something, that's usually in a very positive context. It could be for exercise, diet, church attendance, a relationship
The last four trading sessions have underscored that volatility is back. It always is when accompanied by lots of uncertainty. But this uncertainty hasn’t been
Famed economist and financial engineer Dr. Andrew Lo of MIT once wrote a paper entitled “Warning: Physics Envy May be Hazardous to Your Wealth.” Lo warns that
Yesterday was the first move of the Federal Open Market Committee (FOMC) in this cycle to cut interest rates. The FOMC cut interest rates by 50 basis points (0
With the explosive demand for artificial intelligence (AI) and machine learning datacenters comes the realization that some things will need to change and we
Just a few days ago, NVIDIA announced their new AI chip, Blackwell. This is the largest graphical processing unit (GPU) chip to date (see photo below, source
Even though technological breakthroughs have been here and have evolved over the years, once again it feels like we’re going through a period of transformation
