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Slow Ventures Runs ‘Finishing School’ for Tech Founders

The Silicon Valley etiquette crisis just got real. Slow Ventures hosted a three-hour 'Finishing School' this week at San Francisco's Four Seasons, teaching 50 tech founders everything from proper handshakes to caviar protocol. The twist? Hundreds applied for what...

Investor Dilemma: The Pavlovian Trap Behind Every Market Rally

Classical conditioning teaches us a valuable lesson regarding the current investor dilemma. Pavlov’s research discovered a basic psychological rule: when a neutral stimulus is repeatedly paired with a reward‑stimulus, eventually it will trigger the same response even when the...

Could Trump’s Tariffs Go the Way of the White House East Wing?

The diggers have already demolished parts of the White House’s East Wing to create Donald Trump’s new ballroom. Could the Supreme Court do the same for his tariffs? Betting markets think he’ll lose the latest court battle. How would...

AI Spending Surge Reflects Confidence—Or Circular Funding Risk?

Artificial Intelligence (AI) has the potential to be a transformative technology that impacts how we all live and do business. With some creativity, and time for current offerings to improve, it is not difficult to imagine how in the...

Is the Fed’s ’Money Creation’ Misunderstood?

I recently penned an article on “Money Supply Growth,” which elicited a very thoughtful response from Garrett Baldwin via Substack. He argued that labeling Federal Reserve operations as “money printing” is not rhetoric, but rather a reality. He points...

AI Leaders Turn to Debt Markets as Cash Flows Strain Under Rising Costs

Sarah Friar, OpenAI’s CFO, spoke at a Wall Street Journal technology conference to update the audience on the potential of AI. While her comments were very optimistic, she noted that OpenAI seeks continued capital inflows, highlighting the lynchpin for...

S&P 500: Watch for Breakout Above 6,850 for Confirmation of Next Leg Higher

Following the recent weakness, we saw a good recovery yesterday in risk assets, leaving the major indices with bullish-looking price candles. After a weaker start yesterday, global indices all turned higher; Bitcoin climbed well north of the $100K level,...

US Government Shutdown Weighs More Heavily on Growth

Tech-fuelled growth attracts the headlines, but headwinds from the government shutdown are becoming more apparent as consumer confidence continues to slide. The absence of official data is clouding the situation, but business surveys suggest the Federal Reserve will likely...

Wall Street’s Secret $500 Billion Bet Against Trump Tariffs

Your ’Safe’ Bonds Are Acting Like Risk Assets Right Now - Blame the Supreme Court’s Tariff Case During the November 5th Supreme Court session questioning Trump administration lawyers on tariff authority, financial markets exhibited an unusual pattern. Treasury bond yields...

As the Tariff Gavel Looms, Markets Regain Their Balance

Less than a day after suffering a severe bout of vertigo, traders found their footing — or at least a semblance of it. Stocks and gold both clawed higher, bonds were dumped, and — that perennial barometer of...
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