Information Age, Thinking Preemptively and Market Update

I would like to take a quick moment and welcome all the new subscribers. We are going to cover a lot together! Always feel free to DM me on Twitter or email me. I have a lot going on right now but I enjoy interacting and helping people. In this publication, I am going to share several big-picture ideas and then we will get into some market views with scenario analysis. Information Age In the previous article, I wrote the following: Let’s expand on this a little: In markets and life, information is everything. As greater degrees of automation enter our lives (especially with the addition of ChatGPT4), the quality of our information becomes even more important. The process by which we consume, interpret, and act upon information becomes fundamental to our success. An additional layer of complexity is added because we are operating against other market participants. For example, even if you know a CPI release before it occurs, the reaction of asset classes is dependent upon the net positi

I would like to take a quick moment and welcome all the new subscribers. We are going to cover a lot together! Always feel free to DM me on Twitter or email me. I have a lot going on right now but I enjoy interacting and helping people. In this publication, I am going to share several big-picture ideas and then we will get into some market views with scenario analysis. Information Age In the previous article, I wrote the following: Let’s expand on this a little: In markets and life, information is everything. As greater degrees of automation enter our lives (especially with the addition of Cha