Monthly Archives: May 2022

AI Was Fearless…and Right!

The market was wrong this week, but the problems haven’t gone away and haven’t been solved. There are $9 trillion of them. I would rather listen to my algorithm than all the talking heads on the media. There needs to … Continue reading

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I’ll Tell You a Secret

What everybody knows…doesn’t matter. Unless the’re wrong. and you are right. So, Ask yourself, what does everybody know, that you disagree with?

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That’s How it Goes…

Everybody knows the dice are loaded. Everybody rolls with their fingers crossed. Everybody knows the war is over. Everybody knows the good guys lost.

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It’s Good to Have an Algo as a Friend.

On the 21st I was over 30% in cash and planning to stay there until after elections. Nothing that I learned in 10 years of graduate school or 50 years in this mashugana business would have gotten me back in … Continue reading

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