DeepSeek Breaks the AI Paradigm

Published on February 14, 2025

DeepSeek may be that catalyst, forcing investors and technologists alike to question long-held assumptions and reevaluate the competitive landscape in real time.

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The Big Four Recession Indicators

February 14, 2025
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.

Looking in the Rear View: Lessons from 2020 that Still Matter in 2025 

February 14, 2025
As I look back on 2020, it was undoubtedly one of the most surprising, unpredictable, and volatile years we’ve faced in recent memory.As a reminder, from Feb 19th, 2020, to March 23, 2020, the S&P 500 fell 31.93% If you held a $5M S&P 500 ETF, that value went to $3,403,500 in the blink of an eye, a loss of $1,596,500. Not an easy thing to stomach. Yet amidst the uncertainty, I’m proud of some key