01Core

RE-PRINT: Agents are Coming - the next General Purpose Technologies

I’m working on a new post about agents.

Sep 10 • Ben Buchanan

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August 2026

Strange Times; China’s $30 Trillion Red Button

The AI boom has created trillion-dollar companies with 18-month moats—and put nearly $30 trillion of American market value at the mercy of China.

Aug 26 • Ben Buchanan

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August 2025

Secular Opportunity Index Performance Update 8.8.2025

Starting Value: $10,000; Current Value: $13,379.98

Aug 10, 2025 • Ben Buchanan

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QQQ Killer Index Performance Update 8.10.2025

Starting Value $10,000; Current Value $14,381.71

Aug 10, 2025 • Ben Buchanan

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May 2025

Secular Opportunity Index Performance Update 5.18.2025

Starting Value: $10,000; Current Value: $11,600

May 18, 2025 • Ben Buchanan

QQQ Killer Index Performance Update 5.18.2025

Starting Value $10,000; Current Value $12,400

May 18, 2025 • Ben Buchanan

April 2025

Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)

Amazon revenue has increased from just under $90B in 2014 to $638B in calendar 2024.

Apr 11, 2025 • Ben Buchanan

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Secular Opportunity Index is LIVE

Starting balance $10,000 on 4.8.2025

Apr 8, 2025 • Ben Buchanan

Index #2: Opportunistic Secular Tailwinds

My first index with a portfolio designed to beat the QQQ is live.

Apr 8, 2025 • Ben Buchanan

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QQQ Killer Index Day 1 Starting Allocation

Note starting allocation also has a QQQ position - this is b/c I accidentally transferred $10k twice, once by ACH (which I meant to reverse) and once by…

Apr 4, 2025 • Ben Buchanan

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01Core Indexes: Modified QQQ

I’ve had a lot of requests for additional information on the modified QQQ and the modified S&P 500 indexes.

Apr 4, 2025 • Ben Buchanan

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A deep dive on Google

It is quite in vogue these days to predict the death of Google.

Apr 1, 2025 • Ben Buchanan

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