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AI: AGI to ASI to Superintelligence… RTZ #774
AI: AGI to ASI to Superintelligence… RTZ #774
Michael Parekh AI: Reset to Zero
The race is on to rename the Rose. In all its shades. From the beginning, it’s been about fear vs opportunity in this AI Tech Wave. Despite all the AI Uncertainties. Decel vs Accel, short for decelerate or accelerate. Towards an AI Nirvana, a Xanadu,...
4 days ago
7 MIN READ
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Tuesday links: deliberate lies
Tadas Viskanta Abnormal Returns
Finance Battery maker CATL is now public. (semafor.com) The SEC is losing staff and its willingness to enforce rules. (on.ft.com) Fund management Timing the market is hard: the case of the Pacer Trendpilot US Large Cap ETF ($PTLC). (morningstar.com)...
2 months ago
2 MIN READ
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Monday links: extremely high fees
Tadas Viskanta Abnormal Returns
Markets You can’t be a long-term investor if you aren’t an optimist. (optimisticallie.com) You never could have predicted the stock market’s first half 2025 performance. (mrzepczynski.blogspot.com) Crypto Crypto projects need...
3 days ago
2 MIN READ
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The Week in Charts (7/7/25)
Charlie Bilello Charlie Bilello
View the video of this post here. Join me for a fast-paced, 30-minute webinar with YCharts on Wednesday, July 9th where we’ll break down the key market shifts from the first half of the year—and what they mean for investors going forward. We’ll cover...
3 days ago
4 MIN READ
Hedge Fund 13Fs Drop: Stanley Druckemiller
Hedge Fund 13Fs Drop: Stanley Druckemiller
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: S&P 6,000, IPO Market, Inflation Watch  Market: Post-Election Effect, China Semiconductors Company Earnings: Fertility Clinic Digital Assets: Crypto IPO Market is Coming? This Week’s...
8 months ago
11 MIN READ
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Personal finance links: a deep respect for time
Tadas Viskanta Abnormal Returns
Podcasts Barry Ritholtz talks retirement with Christine Benz, author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” (ritholtz.com) Bill Brewster talks the ins and outs of deferring taxes with Wes Gray of...
1 day ago
2 MIN READ
Introducing The Godspeed ETF Watchlist
Introducing The Godspeed ETF Watchlist
Godspeed Godspeed
Hi folks,  Technology is moving at lightspeed. To better identify relative strength, I curated an ETF watchlist that offers exposure to companies poised to benefit from the AI-infused paradigm shift.  The list is sorted by proximity to its 52W high...
1 day ago
3 MIN READ
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Personal finance links: money as optionality
Tadas Viskanta Abnormal Returns
Podcasts Peter Lazaroff talks behavioral finance with Brian Portnoy of Shaping Wealth. (peterlazaroff.com) Rick Ferri talks with Jason Zweig, Christine Benz, and Jonathan Clements about the Jonathan Clements Getting Going on Savings...
1 month ago
2 MIN READ