History has clearly shown there is no way off a peak but down. I think Scott McNealy, CEO of Sun Microsystems, put it best decades ago. The market is priced for perfection. But AI is a crazy, spectacular development you say...

On the whole I am still a Google fan. So once in awhile I use their news pages, a quick scan of US news there shows almost no, that is zero, conservative news sources. The only exception I could see after scrolling a bit was Fox news.

The one (most important) thing AI may help solve is bloated code. A lot of older software has huge code bloat, i.e. redundant code, hard to read and analyze. These type systems are error prone and very hard to update. Have seen some report AI is good at analyzing this.

It looks to me like the US has more control over the Strait of Hormuz than the media claims.

Good morning..... I see we have been broadcom'd.

I am completely outside of my lane here, but what the Trump administration appears to be trying to do during this ceasefire is gauge what leadership exists within the Iranian regime that they can work with. This explains why it is so long and drawn out. Hard to predict the outcome.

The world is exiting the post-2008 zero-rate era permanently. Long-term inflation and interest-rate expectations are repricing sharply higher across all major developed economies simultaneously. And in several countries, especially Japan, the UK, Germany, and France, the move is now approaching or exceeding the magnitude of the 2013 taper tantrum. Many of the winning strategies of the last 15 years may underperform the next regime. And many deeply out-of-favor areas could become structural winners rather than temporary trades.

Media Bias: While I go directly to independent news sources I visit Google news too where they aggregate news sources. They are still dominated by the old line media that is 99% slanted against conservatives. Nothing has changed.

Meta (aka Facebook) - Not financial analysis here, but has anyone else noted that your facebook feed is not composed of your friends posts but of social groups and advertisers you have not chosen? I see very few posts from friends, often even NO posts.

Last night, another act of political violence shook the nation. At this point, no one should be surprised. “The President is a fascist.” “Eat the rich.” “Let the streets soak in capitalists’ blood.” “Globalize the intifada.” “By any means necessary.” This isn’t fringe rhetoric anymore. It’s been normalized, echoed on campaign trails, and amplified on podcasts where politicians regularly appear. You don’t get to indulge this language, elevate those who use it, and then act shocked when it turns into violence. We need to get back to sanity before we lose our country.

Granted that I am no expert here. But just imagine, what if, that the US along with participating neighbors can control the Strait of Hormuz. It would be game, set, and match. Iran would be powerless.

A long time ago, Sun Microsystems received a $2.4b settlement from Microsoft for illegal meddling with Java technology. Bill has a history of bad acts. But at least Windows never had any bugs or viruses. And he loves his island vacations.

This is incredibly misleading. Only ships going to and from Iranian ports are subject to the blockade. We need to make shame great again or else people will just keep lying and spreading Iranian propaganda. centcom.mil/MEDIA/PRESS-RELE…

It’s true…Central Bank Independence is important. However, the Fed blew its Independence when it funded the GFC and COVID-spending with QE, at super low rates. Blame the Fed, not Trump. “A Botched Fed Transition Is a Stain on Independence” - Bloomberg bloomberg.com/opinion/articl…

Last week David Axelrod, Obama's former senior advisor and a longtime Democrat strategist met with Pope Leo XIV. Days later, Pope Leo is attacking Trump and three cardinals appeared on 60 Minutes to attack the president. I don't believe in coincidences. This is nothing more than a coordinated attack on the president of the United States by the Vatican. And quite frankly, it is both distasteful and unChristian.

While approximately 55% of Catholics voted for Trump in the 2024 election it should not be lost on us that 45% did not. A healthy minority of us may have TDS just like much of the media. Or this 45% believes in progressive leftism...strange as this movement is anti-christian.

Like I was saying… they’ve been trying to split Catholics away from MAGA and conservative Protestants before the midterms. And they are succeeding. Catholics…. don’t take the bait. Protestants… you need Catholics if you don’t want this country to become a socialist hellscape.

“A civilization is not destroyed by wicked men. It is destroyed by weak men who cannot defend what is good.” ~ G. K. Chesterton

This guy is a certified idiot, if he ever happens to be right about anything it will be pure chance. usatoday.com/story/opinion/2…