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Greatest Marginal Advantage
Cover risk by identifying the greatest marginal advantage revealed by data sets. In the current environment, everyone is being presented with political polling for the up coming general election. Since 2016, pollsters have modified methodology in an effort to more accurately capture voting intentions. However, when tweaking algorithms to find a cure for previous under…
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Transform Industries and Create New Economic Opportunities.
A headline about the railroad industry in the 1800’s. AI is now the vehicle for such hyperbole. Similarities to the railroad revolution is the investments by speculators hoping to participate in the promises of AI’s success. Banking and Private Credit are eagerly making loans to ventures, even down to Blockchain investment funds. Banks and railroad…
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Midwest Data Centers
Huge Spending to Meet Energy Demands The Midwest and its surrounding Great Lakes are poised to become a leading hub for data center sites, largely due to their proximity to abundant fresh water and the hunger for electrical power development using both carbon and nuclear. Billions of dollars are being allocated by Amazon, Microsoft, and…
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No “Long and Lonely”
S&P500 and NQ100 indexes are on their highs and as much a part of this inflation cycle as anything else. As they ascend the chatter on interest rates is played out each day with every possible tightening/easing scenario regurgitated with great certitude. But the fact is indexes have rallied through the decline of interest rates…