The AI Supercycle, New Winners, Peak Head Count and The Year of Offense - Sunday Reads and Listens

Howie Has Been Shopping...Fresh Cycling Gear Ideas

Zionism and Jihadism...

Fred Wilson On His Favorite Themes...Investing Slumps and Homeruns...The Best Have Both Of Course

The Degenerate Economy...Here Come Supply...

I am booking some profits to celebrate

Momentum Monday - The Wall Of Worry Grows...So Does Speculation

The World Is Spinning Out Of Control...Same as It Ever Was

The wars, social networks, the degenerate economy and AI make it all louder than ever.

The Degenerate Economy Waits For Nobody, With Friends Like Elon Musk Who Needs Enemies and We Are All Tony Montana

From Tuscany With Love....A Few Weeks Mostly Off The Grid ....

Momentum Monday Never Stops Thanks To Ivanhoff

The TACO VS. The Tesler

It Is So Hard To Be Good

Golf and Investing ....

Momentum Monday - Palantir leads Cyber With Right To Have Someone Follow You Around and Sit in Your Kitchen