Sitemap - 2025 - 01Core
Secular Opportunity Index Performance Update 5.18.2025
QQQ Killer Index Performance Update 5.18.2025
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
Secular Opportunity Index is LIVE
Index #2: Opportunistic Secular Tailwinds
Perspective on tariffs + reviewing construction basket
QQQ Killer Index Day 1 Starting Allocation
The difference time makes; Tech bro cognitive dissonance
Driverless car costs have gotten low enough that we can expect exponential growth from here on out
Homebuilders/construction cos+ semiconductor capital equipment companies - the good kind of cyclical
If you aren’t using LLMs to improve your decision making you will fall behind…
The inevitable death of Google
Comments on Ezra Klein's piece on AGI in the NYT (part 1)
XBytes - an experiment; Google is dying; Homebuilder complex; AI cracks superbug problem
Big Tech is Big Spending + The Implications of Said Spending on the Intelligence Explosion