Welcome  Happy Saturday folks. Welcome to The Godspeed Weekly! Markets remain risk-off – caught in a turbulent tape. During the down days, it’s important to remain focused on our objective. We have the ingredients of a new Industrial Revolution,...

Transport E-bikes are much more than a means of transportation. (theatlantic.com) Private jet usage is seeing continued growth. (semafor.com) Energy The U.S. can’t meet rising energy demand without renewables. (nytimes.com) Why there is a shortage...

Nvidia GTC 2025 rich in tech roadmap: Nvidia’s 2025 GTC keynote by founder/CEO Jensen Huang was a rich and deep roadmap on the company’s AI GPU direction over the next few years. From the current Hopper to the ramping Blackwell to Rubin and then Feynman,...

Happy Friday. I am headed on the road for the week next week. Monday I will be at the launch of LA Golf’s new driver that Bryson DeChambeau helped engineer. My son max and I are investors with some of our friends. Onward… My friend Om wrote this great...

Markets Nvidia ($NVDA) stock is struggling. (sherwood.news) European stocks are not struggling. (ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz’s “How NOT to Invest” is a master...

Listening What even is a podcast any more? (bloomberg.com) The case for quitting Spotify ($SPOT), or at least it’s algorithm. (vox.com) How Not to Invest Meb Faber talks with Barry Ritholtz author of “How Not to Invest: The ideas, numbers,...

As I outlined a few days ago, announcing a $100 billion+ tech investment commitment in the US, is the new political ‘table stakes’ for big tech companies in 2025. Be they US companies like Apple, OpenAI, or overseas entities like Softbank, TSMC et al,...

Good afternoon fellow degenerates… Check this massive launch from Robinhood – a prediction market hub around the NCAA tournament… Trade your bracket in our new prediction market hub. The men’s and women’s college basketball tournaments are now live...

Markets Markets are largely shrugging off the destruction of norms. (ft.com) S&P 500 companies returned a record amount of capital in 2024. (axios.com) The U.S. stock market is a standout in 2025, and not in a good way. (capitalspectator.com)...

“The Super Bowl Of AI” We’re in the midst of something big… Technology is accelerating at rates unseen in human history. And AI is the root of it all. March 18th, NVIDIA’s Co-Founder and CEO Jensen Huang took center stage – leather jacket to...