I recently read an excellent essay by a Hedge Fund CIO Eric Peters in which he correctly argues that Trump's election has thrown completely open the Overton Window and as I have been arguing for quite some time made politics or as this site calls it macro-politics essential for understanding market valuation. As he correctly … Continue reading Turning Point Elections, the Overton Window, and the Great Manand Woman Theory of History
Category: Investing and Trading
Impossible Contradictions: You can have clean energy or AI but you can’t have both
There's plenty of good reasons to like certain aspects of both AI and clean energy. Clean energy promises a less polluted planet, especially from emissions, and to help mitigate the dangers of global warming. AI promises significant increases in productivity and efficiency along with potentially a wider access to important information. I am certainly in … Continue reading Impossible Contradictions: You can have clean energy or AI but you can’t have both