This is going to be another shorter piece. Why? First, the response to last week was pretty good. Second, events in the AI space are moving too fast. For example, when the insurance technology provider (distinct from “insurtech”) stocks began their recent freefall, I pointed out to a few friends Continue Reading
What Investors Are Getting Wrong About The Tech Selloff
For those of you who pay attention to more than just insurance, you are likely aware it was a bad week for tech stocks. Software stocks have been crushed due to fears that AI will make them irrelevant while large tech also sold off over fears they are investing too Continue Reading
Debunking Super Bowl Quarterback Myths
Since it’s Super Bowl week, I decided to update some data analysis around how Super Bowl teams acquire their starting quarterback. There is a widely held view that you have to have a “franchise” quarterback like a Tom Brady or Patrick Mahomes. Don’t get me wrong – that helps a Continue Reading