AI, Macro, Stocks & Memes. Helping investors navigate the evolving AI landscape and unlock long-term, high-growth investment opportunities by assessing industry cross-currents, innovation roadmaps and profit cycles.
Global Citizen| I speak 7 languages| Investor| Compassionate| Optimist| A Nerd who loves to laugh| Macro| Unlocking investment opportunities in the AI value chain and sharing my research
The number of free subscribers for The Pragmatic Optimist over time since it was added to the directory.
How to time the stock market. Professional trader, investor, and manager of $5B fund. Beating the market for over a decade.
Discover large moat, market-leading companies through concise, high-conviction analysis – The stocks every investor should want to own!
Macro insights from a former Global Head of FX trading. At Purity Macro we take a data-driven approach in order to arrive at key market themes driving Global asset classes today.
Welcome to "The Centaurian," where we explore the future of human and machine synergy. Join us in shaping an era of augmented intelligence.
Welcome to Boring and Beautiful Money. I find unexciting firms (boring) the market has ignored or forgotten, a precursor to undervaluation (beautiful). These firms generate predictable cash flows, buy back shares, and distribute dividends (money).