Archives by Month:

Archives by Year:

CES 2025: AI, Everywhere, All At Once 
                    
Superautomation and the Agentic Age
AI Is Quickly Reshaping Content Creation and Consumption
The Year of AI-Enhanced Analytics
Orchestration Is Next
The Takeaway: AI, Everywhere, All at Once

CES 2025: AI, Everywhere, All At Once Superautomation and the Agentic Age AI Is Quickly Reshaping Content Creation and Consumption The Year of AI-Enhanced Analytics Orchestration Is Next The Takeaway: AI, Everywhere, All at Once

Photo by Steve Johnson on UnsplashPhoto by Steve Johnson on UnsplashA small section of the CES show floor is explicitly labeled “AI exhibitors,” which might lead a casual observer to think AI isn’t a big part of CES 2025. In truth, AI isn’t confined to any specific corner of CES. This year, CES is AI, everywhere, all at once.AI puts the […]
Power And Markets: Rowdy FDIC Signals Ex-SVB Execs Should Lawyer Up

Power And Markets: Rowdy FDIC Signals Ex-SVB Execs Should Lawyer Up

The Grinch showed up this year at the nation’s deposit insurer suspending bonuses for senior officials at the FDIC. Bank Regulators have been behaving like frat boys for at least the last couple years, according to an internal investigation performed by Cleary Gottlieb Steen & Hamilton and released to the Wall Street Journal.Investigators spoke to more […]
Economic Data Forecasts For The Weeks Of Jan. 6 And 13, 2025

Economic Data Forecasts For The Weeks Of Jan. 6 And 13, 2025

Here are my forecasts for upcoming economic data.     Prior     Forecast Observation           Week of January 6       January 6       PMI Services 58.5 58.5           Factory Orders – November -0.4% 0.2   Durable Goods Orders  -1.1 0.3   Nondurable […]
Something New For 2025

Something New For 2025

More By This Author:Is Gold The Fed’s Plan B?From Paper To Pixels: The Rise Of Central Bank Digital Currencies In The New Monetary System Silver To US$40 In 2025, Then Blow-Off Top In 2026?
Bitcoin Dominates 2024, Outperforms Gold And Major Indices – Details

Bitcoin Dominates 2024, Outperforms Gold And Major Indices – Details

If there’s one crypto asset that is expected to make it big this 2025, it has got to be Bitcoin. The premiere crypto has demonstrated remarkable success as it ushers in 2025.Registering solid numbers in the last few weeks, analysts have high hopes that it can make further breakthroughs. In fact, based on latest research, […]
Oklo Stock Is Soaring Amid The Modular Nuclear Boom: Is It A Buy?

Oklo Stock Is Soaring Amid The Modular Nuclear Boom: Is It A Buy?

Oklo’s (OKLO) stock price has gone vertical and moved to a record high as investors bet on the Sam Altman-backed company. On Friday, it soared by over 24%, reaching a high of $27.35, a few points below its all-time high. This surge pushed its market cap to over $3 billion. Why the Oklo stock price is […]
A Controversial Start 
                    
 
Immigration Issues

A Controversial Start   Immigration Issues

It was an amazingly short week, punctuated by making 20 gallons of chili, serving almost 300 of my neighbors, and then recovering the next day, which didn’t leave a lot of time for in-depth analysis and forecasts. I’m sure you will be happy with the shortened letter as we cover some of the main events […]
Technical Market Report For January 4, 2025

Technical Market Report For January 4, 2025

The good news is: New lows declined significantly last week.  The NegativesThe first chart covers the last 6 months showing the S&P 500 (SPX) in red and a 10% trend (19 day EMA) of NYSE new highs (NY NH) in green.  Dashed vertical lines have been drawn on the 1st trading day of each month.  NY […]
16 Years After Bitcoin’s ‘Birth’, Mining Difficulty Hits A New Record High

16 Years After Bitcoin’s ‘Birth’, Mining Difficulty Hits A New Record High

Image Source: PixabayBitcoin just had its birthday on Friday: The very first Bitcoin block was mined 16 years ago, as Bitcoin’s first block was mined on Jan. 3, 2009.Known as the “Genesis Block,” Decrypt reports that Bitcoin’s pseudonymous creator Satoshi Nakamoto minted 50 BTC into existence with the move.  Since then, 877,665 blocks have been mined and added to the network’s long […]
Trump’s Economic Advisers Send Mixed Messages

Trump’s Economic Advisers Send Mixed Messages

Image Source: UnsplashRecently, Trump’s economic adviser Stephen Moore weighed in on ‘Fox & Friends Weekend.’ The topic was the impact of the Amazon and Starbucks strikes during Christmas. Moore warned how the actions these workers were taking could “backfire.” All in all, the interview did little to reassure me that the Trump economic team was going to move us in […]