4 Comments

Thanks for the shout out, Richard. Good luck for your first week back at school (teaching).

Regarding AI: In the coming days, I will be publishing a series of articles on AI from an investor point of view...what is the current state of AI given what we have learned from recent Q2 earnings reports (not just NVDA's report LOL), where are the best places to invest now and leading into 2025 and which are the so-called AI sectors to avoid. Cheers!

Expand full comment

wondering about this “I think I will stick with those old school indicators that work because they indicate how and where money flows throughout the economy” i was wondering if you could share these indicators?

Expand full comment
author

Yield curve, continuing claims, ISM new orders to inventory, housing

Expand full comment

thank you very much

Expand full comment