Edition 22
Positives The US economy is strong, broad and accelerating. Relative to the rest of the world, the US is the […]
The Infrastructure Behind Artificial Intelligence
Data centers are the physical infrastructure powering the digital economy. Every AI query, cloud application, streaming service, online payment, medical
Affinity Investing is a Real Risk
Using January 20, 2025 as the starting date and July 14, 2026 as the ending date, here are the returns: