Books Five insights from “How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy” by Soumaya Keynes and Chad Bown. (nextbigideaclub.com) A Q&A with Cory Doctorow about his book, “The Reverse Centaur’s Guide to...

Water, water everywhere, and not a drop to drink as they say in that 1798 poem. Except maybe in China when it comes to memory chips. I’ve talked for over a year in these pages and the podcast on how memory chips remain a key bottleneck in this AI Tech...

Today’s theme: semiconductors remain a key AI gating factor — whether it’s the AI GPUs or the memory chips, especially on the local-computing side, where computer and smartphone prices are all heading in one direction for the next couple of years. Even...

Markets Korean memory maker SK Hynix wants to sell stock on the Nasdaq. (renaissancecapital.com) Micron ($MU) earnings have gone vertical. (axios.com) Strategy An investor’s first job is to avoid ruin. (safalniveshak.com) Why retail traders love...

View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 852% (7.8% per year) AFTER adjusting for inflation. Why you need...

Podcasts Brett McKay talks with Derek Coburn, author of “Let’s Retire Retirement.” (artofmanliness.com) Russ Roberts talks with Benjamin Todd, author of “80,000 Hours: How to Have a Fulfilling Career That Does Good.”...

Last week on AI Ramblings Daily podcast #98 I discussed how Microsoft CEO Satya Nadella was definitively drawing a line between frontier AI model companies and enterprise customers. Then putting Microsoft firmly on the side of the customers. A...

Today the theme is the battle for AI resources accelerating — whether it’s for AI talent, AI compute, or sovereign AI share and access. Three events I’d like to dig into for the AI Tech Wave — each with my Take first, then my Overall Take. (1) Frontier...

Markets What happens to the Mag 7 when the big AI companies are public? (ft.com) IPOs and secondary sales highlight a shift in the market environment. (theatlantic.com) How the end of cheap capital changes things. (hbr.org) Strategy Global stock market...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...