The AI Honeymoon is Over…Welcome to the AI Marriage

The AI Honeymoon is Over… Welcome to the AI Marriage It was a roller coaster week and the first market indication that the hard part of AI is beginning now. We stole our title from Open Field Capital’s most recent memo on AI, signaling that the easy money has been made, and the hard work must […]
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Now What?

Now What? We seem to have averted disaster from Japan, at least for a while, but the tide may have turned on the Tech rally. It’s been an interesting two week, to say the least. The stock market can’t seem to make up its mind whether it wants to continue the rally or take a […]
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