Today we have one of our occasional updates on AIEQ, a US exchange traded fund that uses IBM Watson-powered AI to make its investment decisions. Before we get started, just a quick reminder that we own a small position in this product...
Excerpt from Bloomberg quoting DataTrek’s Nick Colas: …. “A $3 trillion market cap has to be a function of both the promise of a technology and some very tangible proof that its economic model is profitable, and deeply...
Published 3/22/21 Three Data items today: #1: Fed Funds Futures are now pricing in higher probabilities of a rate increase this year. The graph below comes courtesy of the CME FedWatch tool. It shows that, despite Chair Powell’s very clear...
