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The next wave of AI winners – Fat Tail Daily
Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio. They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners. The next wave of this tech…
HPA: The Commodity that No One Understood – Fat Tail Daily
When we delve into the world of materials crucial for future technologies, Defence, and AI… Headline minerals like Rare Earths, Gallium, and Germanium tend to dominate. But did you know there’s a host of obscure minerals waiting to be unearthed by investors? One of those is High Purity Alumina (HPA), for short. So, what is…
Expected Midstream Volume Growth Will Help Energy Transfer (NYSE:ET)
Expected Midstream Volume Growth Will Help Energy Transfer Source link
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
I’m starting with a quick teaser solution for you, since we’ve got more people asking about this latest James Altucher ad today than anything else. I’m not going to go through all the detail for you, due to a lack of time, but it seems like folks are feeling itchy about this one so we’ll…
Tuesday: Job Openings
by Calculated Risk on 3/10/2025 07:53:00 PM From Matthew Graham at Mortgage News Daily: Mortgage Rates Recover Some of Last Week’s Losses Bonds are once again paying attention to weakness in stocks–it just happened to take a bigger drop in stocks that we saw last week. Despite the improvement in rates, we would still expect…
AA REIT, T-bill, SSBs, CPF, UOB, OCBC.
I have been thinking of taking another long break from social media to focus on other things in life.Tentatively, I am thinking of coming back in June.So, this might be my last blog until then.1. AIMS APAC REITThis is probably my most rewarding investment for income.I have been holding to the relatively large investments made…
