VC Heavyweights on A.I.
Here is a podcast of an interview with Reid Hoffman and Vinod Khosla, two leading Silicon Valley venture capitalists, dishing…
Expecting Slower Growth
With just a couple of weeks left, GDP nowcasts continue to support a significant slowing from the prior quarter.
The…
Darn!
It looks like Fed Chair Powell was just a bit too upbeat in his comments Wednesday so he sent the…
Fed Pivot?
Not surprisingly, the Fed left the discount rate unchanged. The post-announcement commentary seemed to indicate a more "dovish"…
Higher For Longer?
Today's inflation report was essentially in line with expectations. Headline CPI for November was up 0.1% while…
Chart Attack!
December 10, 2023
Except for all the employment reports, it was a fairly quiet week. I'll be brief…
Poor Charlie's Almanac
In the December 3 Chart Attack! I mentioned Charlie Munger's passing and suggested you get a hold of…
Good News on Jobs?
The official numbers for November were out this past Friday, December 8. The gain of 199,000, a bit better…
Thinking About Risk
Investors have to make decisions in an environment of uncertainty or risk. Understanding risk and its place in decision-making is…
Charlie Munger's Checklist
Brian Feroldi posted this infographic of some of Munger's investment wisdom. It's worth reviewing.…
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