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My Single Greatest Investment Mistake.

…”In closing, I look forward to future communication with a FELLOW VALUE INVESTOR“. More than a decade back, I penned an article indicating my decision to forever abandon “value investing”. The choice was made upon a preponderance of real world

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“Lithium-ion Batteries Have Ruled for Decades. Now They Have a Challenger.”

https://www.washingtonpost.com/climate-solutions/2024/11/03/sodium-ion-batteries-sustainable-alternative/ There are readily identifiable runways supporting wide-scale adoption of sodium-ion battery technology. 56% of the global population is urban. That percentage is growing, not declining. The typical American commuter drives an average of just 41 miles per day round-trip.

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The First Rule of Gnostic Capital…

For much of August and September, I typically hand scythe nitrogen/carbon on an organic property in the middle of nowhere. On a farm purchase, I discovered an Austrian grass scythe a while back. It is durable and has no moving

Posted in Open Blog

OpenAI Telegraphs Potential Growth Up and Down the AI Food Chain.

The private market valuation of OpenAI indicates that the runway for Artificial Intelligence may be much larger than street analysts cluster around. In the most recent round of private capital raising, OpenAI has achieved a valuation in excess of $150

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A Trade, by any Other Name…..

Let us be crystal clear on one thing; equity rebalancing, automatic or otherwise, is TRADING. Can it be that the industry which made their fortunes on high fee mutual funds, now fully migrating to exchange traded fund promotion, seeks to

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