On Theme: Takeoff
by On ThemeOn Theme: Takeoff
About the Substack
Mapping AI takeoff, getting as long as possible with our risk capital, and constructing portfolios with complimentary themes like precious metals and hard assets.
About On Theme
Mapping AI takeoff, getting as long as possible with our risk capital, and constructing portfolios with complimentary themes like metals, hard assets, and energy. Personal opinions, NFA. See link for model portfolio.
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