I’ve discussed how Nvidia has been leading the open source AI charge in the US, and countering China’s global lead in open source models this AI Tech Wave. Nvidia has its own strong Nemotron open source models, along with models from partners like...

Today’s theme: get while the getting is good. The money is rushing into this AI tech wave from every direction — and that’s no surprise, especially after the $1.7-trillion-plus SpaceX IPO. Three events make the point — around Wall Street, M&A, and...

Markets How the stock market took over American balance sheets. (awealthofcommonsense.com) Just how good are analysts at estimating earnings? (chartkidmatt.com) Bonds The spread on SpaceX ($SPCX) bonds are widening out. (ft.com) The iShares 0-3 Month...

Podcasts Meb Faber talks with Joseph Moore, author of “How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).” (youtube.com) Jon Erlichman talks with Barry Ritholtz about the biggest mistakes investors...

Well, that was fast, even at the pace of things this AI Tech Wave. China’s AI ‘wonder kid’ DeepSeek, is back for more funding, less than a month after its first big one, raising $7 billion pluson a $60+ billion valuation. As I’ve outlined in detail, both...

Today’s theme: shift happens — especially the unexpected shifts in this AI tech wave. Three events make the point — around IBM, Meta, and Microsoft — each with my Take, then my Overall Take. Three events for the AI Tech Wave. (1) IBM’s Fortunes...

View the video of this post here. Managing your wealth involves much more than choosing investments. Creative Planning brings financial planning, investment management, tax strategy, estate planning and insurance together under one roof, with a dedicated...

Market Market concentration is not necessarily a bad thing. (trendlabs.com) Why predicting the stock market is so difficult. (behaviouralinvestment.com) European investors are warming to the stock market. (klementoninvesting.substack.com) Data centers...

Research Home bias is a universal problem. (rpc.cfainstitute.org) If investors aren’t compensated for volatility risk, what are they compensated for? (morningstar.com) Bonds are a weak portfolio diversifier, at best. (alphaarchitect.com)...

Sometimes in big tech, big initiatives that don’t work out end up paying important dividends down the road. That may be the case for Apple and its ‘Apple Intelligence’ strategy this AI Tech Wave, often viewed as the AI laggard amongst it peers. I’ve...