Another good one from #GMO Grantham on the current super #bubble. 2023 will be another #bear #market in my view. Base case is still 50% correction from 2021…
Another good one from #GMO Grantham on the current super #bubble. 2023 will be another #bear #market in my view. Base case is still 50% correction from 2021 peak for all markets and #economies. Lot of head fake moves right now. #Crypto market is preparing a new round of suckers.
‘pricking of the supreme overconfidence bubble’ is putting it mildly.
AI Investment Cycles, Portfolio Concentration, and the Cost of Being Early Lessons from Situational Awareness—and what they may tell us about the next phase of AI investing IMPORTANT…
Expanded Edition · From Intellectual Foundations to the 2035 Questions Building the Intelligence Age: AI’s Seventy-Five-Year Journey and the Race to 2031 How seventy-five years of research became…
A source-audited business case showing $16Tn in value Agentic AI can enable, $8Tn in economic benefit that can be captured, and the impact on companies, governments, workers, industries, and regional economies
