As I sit here this morning all the news rage is how Jack Dorsey’s bloodbath of some 4000 employees at Block™ (reports say it’s half the work force) is supposedly some “genius” CEO move embracing AI in a first mover advantage. Maybe, but I’m not of that camp. Here’s what I think is far more…
(For Those Who Want To Know What I’m Watching) I had an interesting conversation the other day I thought I’ld share. I’m going to express it like I usually did back in the day, in conversation form. Here it is… Them: You know I was highly doubtful about your call back in October about things…
Below is the chart I’ve been notating for years. I’ve left most of the prior notes on it because they’re meaningful to those that have followed my calls over this period. For those that haven’t they’re there in relation to what everyone was saying about how it was going to do nothing but go higher…
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