Strategy Page: Uncertainty Edition

Strategy Page: Uncertainty Edition

One person we draw inspiration from is jazz great Wynton Marsalis. After his dad had died of covid, he appeared on 60 Minutes to talk about the principles of improvisation. He said that in times of chaos, we need to be more deliberate. In other words, we earn the right to be agile through our preparation.

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Strategy Page: Recession Fears Edition

Strategy Page: Recession Fears Edition

The forecast for Q1 is dropping like a rock, raising eyebrows about the possibility of an economic downturn. But before we all start panic-buying gold bars and canned beans, let’s remember—one negative month does not make a recession.

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Strategy Page: AI Arms Race Edition

Strategy Page: AI Arms Race Edition

Markets moved violently on January 27th following the news that China upstart DeepSeek, a large language model, was “trained” for only $6 million. Sure, and the Dodgers aren’t signing free agents.

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