We were in Arizona last week and had the opportunity to be a tour guide to somebody who had never visited the Southwestern US. The whole week she was in awe about the beauty and how much you can see. The cover image today was the sunset on our last
I originally intended to spend most of this week's blog dissecting Nvidia's reported involvement in financing a massive OpenAI data center project and some of the ramifications of what appears to be a new level of complexity in the buildout. The deeper I dug into the story, however,
The latest edition to SEM's Investment Management team, George Moore (introduced below), asked me earlier last week if I needed him to find some charts or data for the blog article I was writing. I told him my process varies based on the markets, my week, and sometimes my
Things are always changing. Depending on your level of restlessness or adaptability that could be a good or a bad thing. For me, it simply depends on what is changing. I would certainly be okay if the weather decided to stop being 100 degrees every day for
Everyone is still hyper-focused on AI as the return of AI growth mania has taken over the stock market once again. April was the best month for stocks since 2020 as the still on-going Iran War has been pushed to the backs of most people's minds (other
