Published inThe Intellectual InvestorEmbracing Stock Market StoicismOver the next two weeks I am going to share with you excerpts from the last two letters I wrote to the clients of my firm. This letter will…2h ago2h ago
Published inThe Intellectual InvestorThoughts from the Consumer Electronics ShowThoughts from the Consumer Electronics Show6d ago6d ago
Published inThe Intellectual InvestorArticle Almanac 2024A few years back, the IMA team started a new tradition. At the end of each year, we take all the essays I’ve written, sort them by theme…Jan 7Jan 7
Published inThe Intellectual InvestorThe Impact of Higher Interest Rates on the Economy — AI EditionWelcome to part two of my AI experiment! Over the next few weeks, I’m letting AI take over to inform, educate, and maybe even entertain…Dec 5, 2024Dec 5, 2024
Published inThe Intellectual InvestorNavigating Market Cycles: From Bulls to Nvidia — AI EditionBuckle up! Over the next few weeks, I’m embarking on something I’ve never done before — I’ve enlisted AI to inform, educate, and maybe…Nov 26, 2024Nov 26, 2024
Published inThe Intellectual InvestorThe Infinite Game in TelecomI’m back from a ten-day Japan trip. I went with my son Jonah and my friend Ben. Someone asked me why I went, and my reply was that three…Sep 27, 2024Sep 27, 2024
Published inThe Intellectual InvestorTrump’s call for a bitcoin strategic reserve is a very bad ideaA few days from now, my son Jonah and I are going to Japan. We will be joining my good friend Ben Beneche. Ben is a very thoughtful value…Sep 3, 2024Sep 3, 2024
Published inThe Intellectual InvestorThe AI RevolutionWith your help, we have raised over $320,000 (across multiple charities) to help Israel cope with the Hamas atrocities.Aug 15, 2024Aug 15, 2024
Published inThe Intellectual InvestorThe EV Industry LandscapeToday, I will share part four of what has become a five-part summer letter to IMA clients. The letter is quite lengthy, so for easier…Aug 8, 2024Aug 8, 2024
Published inThe Intellectual InvestorLessons from History’s Technology BoomsToday, I will share part three of what has become a five-part summer letter to IMA clients. The letter is quite lengthy, so for easier…Aug 1, 2024Aug 1, 2024
