Bruce

September 2023 Market Update

September 2023 Market Update

Three Burning Questions

What is the next “next big thing”?  I have been asked this question regularly over the past few decades, and there is always a “next big thing”.  We introduced AI (Artificial Intelligence) as a clear, investable theme in this monthly blog as far back as 2019, and we are still far from seeing its full impact on our economy and world.  Now that it is “old news,” the words artificial intelligence have seemingly made their way into nearly every earnings report this season. 

August 2023 Market Update

August 2023 Market Update

Three Burning Questions

What is the next “next big thing”?  I have been asked this question regularly over the past few decades, and there is always a “next big thing”.  We introduced AI (Artificial Intelligence) as a clear, investable theme in this monthly blog as far back as 2019, and we are still far from seeing its full impact on our economy and world.  Now that it is “old news,” the words artificial intelligence have seemingly made their way into nearly every earnings report this season. 

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