Finding Equanimity Amid the Noise

Rational Talk about Bubbles

Belated New Year Salutations from the Belly of the Bubble

The song is discordant, but in some ways it’s the same

Prediction Markets: Gambling in All But Name

It's old fashioned, but I still distinguish between gambling and investing

Oracle Takes a Tumble as Investors Get Jittery About AI Spending

The risks are real; the market is right to price them into calculations

Trump’s China Reversal Gives Nvidia a Hollow Victory

The chip has sailed

Why It Would be Madness for Google to Compete Directly Against Nvidia

For whom the AI chip tolls

It All Makes Sense Now: New Brain Research Says Adolescence Ends at 32

Now I have a scientific excuse for aimlessness and underachievement

Battling November Gloom

Things Considered and Rejected Amid Seasonal Restlessness

Navigating Moats and Gaps

All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative