“We really can’t forecast all that well, and yet we pretend that we can, but we really can’t.” Alan Greenspan, the 13th Federal Reserve Chairperson First things first, we hope everyone had a great Memorial Day holiday, and a heartfelt thank you to those who have served to keep us safe. And to those who …

Nvidia investors have envy for the first time in a while. Although Nvidia stock is up +20% year to date, it’s significantly lagging other semiconductor heavyweights. Nvidia’s poor relative performance comes as a new shift in computing towards Agentic AI takes place. However, Nvidia’s results and commentary from their earnings report may remind investors that …

“Getting fired can be a good thing. You just don’t want to make a habit of it.” Jim Simons, founder of Renaissance Technologies, arguably one of the most successful hedge funds of all time. Is it me, or does May get crazier and crazier each year? And I’m not talking about markets, I’m talking about …