WTHIH? March 2024. Fed Agenda & Valuation
This is not a new bull market. Big Tech, Mag 7 and problems ahead.
Downside by Philo
Downside at Apple. (I wouldn't touch this here)
“I think the iPhone is the best consumer product ever. That's what I feel about it. And it's become so integrated and integral to our lives, you wouldn't think about leaving home without it.” — Tim Cook Subscribe now Philoinvestors know that Apple is one
Technology
AI, AI, AI.
Nvidia's 13F filing and their new positions in ARM, Soundhound and NANO-X etc
Technology
Is the Nasdaq in a Reflexive Bubble?
The dogma of passive investing and the A.I. rush. Think Blockchain 50X.
Technology
Duolingo, platformizing learning.
Conquering learning via gamification and AI/ML.