Bond Bears..,

The Bond bears have pushed my TLT trade into the Hedge category. This is ok, it will be a positive when the Tech/AI crash comes in 2027. In the meantime our model continues with its Tech/AI/Green focus.
I will say that the more I use the AI platforms the more I see the potential for a ramp up in efficiency, especially for small flexible companies.
I just finished my vacation read of Michael Pollan’s new book, “A World Appears”. Lots of stuff on thinking in which one can drift into AI challenges. One I love is that the AI big think worry is probably a lot further away than most people think as neurologists still don’t really know how the mind works and programmers don’t really know how to work with the neurologists.