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Tuesday, November 10, 2026

What Happens if AI Solves Intelligence?

What Happens if AI Solves Intelligence?

In the early 1800s, around 40% of the economy and 80% of jobs were in the agricultural…

Wednesday, October 7, 2026

Two Key Numbers

Two Key Numbers

The stock market is entirely being driven by tech/AI names again. The chart below shows the…

Friday, August 7, 2026

Oil - Some Back of the Envelope Math

The world uses about 103 million barrels of oil per day. Before the Iran War effectively…

Thursday, May 21, 2026

SpaceX: An Otherworldly Bet on Musk, Inc.

SpaceX: An Otherworldly Bet on Musk, Inc.

SpaceX is expected to go public under the ticker SPCX on June 12. They will be selling…

Tuesday, May 5, 2026

The World is Jagged

The World is Jagged

The era of the mega-star – artists like Madonna, Taylor Swift or Coldplay – may be fading,…

Monday, March 9, 2026

Energy / Iran -- Some Thoughts

Energy / Iran -- Some Thoughts

The closure of the Strait of Hormuz due to Iranian drone attacks has created a brutal…

Friday, January 9, 2026

Making Connections

Writing a quarterly newsletter for clients is a terrific exercise because it forces us to…

Thursday, November 6, 2025

Buried in the Fine Print

Buried in the Fine Print

There was a remarkable disclosure buried in the footnotes of Microsoft’s most recent…

Thursday, October 16, 2025

A Carpe Diem Attitude

A Carpe Diem Attitude

The economy, outside of AI infrastructure spending, isn’t looking too hot. Gasoline prices –…

Thursday, September 18, 2025

Time to Reflect

A poll was just released showing that 48% of Americans haven’t heard a single thing about…

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