Books An excerpt from Tim Harford’s book, “The Undercover Economist Strikes Back.” (on.ft.com) A Q&A with Alison Fragle author of “Likeable Badass: How Women Get the Success They Deserve.” (annieduke.substack.com) AI Why AI really...

In my piece this Sunday ‘The new AI ‘Table Stakes’, this AI Tech Wave, I highlighted the escalating race on so many AI metrics for tech companies big and small : “As we go into the Fall of 2024, just two months shy of the second anniversary of...

Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Stocks reversed with authority. Every major index finished higher. The Nasdaq Composite carried +2.17% after trading down as much as -1.40%. The S&P 500...

Couldn’t join the crew this week, but Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson took over and dug into: A look at semiconductors and their market impact Why financials may have their day in the sun Apple’s AI strategy and its role...

Strategy Sometimes things really are different this time. (awealthofcommonsense.com) Few investors are able to outperform a passive portfolio. (mrzepczynski.blogspot.com) Companies Alphabet ($GOOGL) has never been this cheap relative to the...

Podcasts Barry Ritholtz talks with Samuel Miller about the housing market. (ritholtz.com) Christine Benz talks about her new book “How to Retire.” (morningstar.com) Peter Lazaroff on what to do with your maturing CD. (peterlazaroff.com)...

Looks like we may have an inkling on OpenAI and founder/CEO Sam Altman’s ‘Strawberry Summer’ I discussed recently, a reference to their ‘Level 2’ AI Reasoning project formerly known as ‘Q*’. Code names aside, this is their self-hinted path to AGI...

Looks like we may have an inkling on OpenAI and founder/CEO Sam Altman’s ‘Strawberry Summer’ I discussed recently, a reference to their ‘Level 2’ AI Reasoning project formerly known as ‘Q*’. Code names aside, this is their self-hinted path to AGI...

Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Stocks were split. The Nasdaq Composite carried +0.84%. The Russell 2000 tumbled -0.83%. Real estate, technology and consumer discretionary rallied more than...

Strategy Joe Wiggins, “Any investment is only as good as our ability not to make bad choices while we own it.” (behaviouralinvestment.com) Why so many market moves are seemingly paradoxical. (demystifyingmarkets.com) On the difference between...