This Week on Trends with Friends (May 5th, 2024)

Welcome Friends, 

Here’s a curated collection of posts shared this week on Trends with Friends. 

Onward…

3-Circle Investments’ Craig Shapiro, posted “Productivity Miracle Postponed – The Fed Needs To Do More Tightening.” Craig comments on the productivity boom provided by AI and immigration to alleviate the pressure of inflation. 

He writes,

“Given the debt and deficit levels in the US today, this AI boom needs to be even bigger than the productivity boom we had in the 1990s from the Internet adoption in order to prevent the structural inflation that results from running these accelerating government deficits from continuing.”

Howard Lindzon shared the State of Venture Capital. Here’s what matters today… 

• What is Your Business Model?

• Optimize for Optionality – The Unicorn is Dead

• How Organic Can You Get?

The US Military may pump the breaks on generative AI. Michael Parekh posted “Shall We Play a Game?” providing a concise overview of the military’s involvement with the next-gen tech.

Abnormal Returns’ Tadas Viskanta shared his Wednesday link fest featuring larger market trends. It’s a must click.

Today, Trends with No Friends featured IES Holdings, Diebold Nixdorf, SPX Technologies, Sprout Social and Toronto Dominion Bank. Have a look.

And in case you missed it… Howard Lindzon, Phil Pearlman and JC Parets previewed politics, stocks, the 3 G’s and the impact of the Japanese Yen on the latest episode of Trends with Friends. Have a listen. 

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