The second quarter of 2018 kicked off with a bang as growing tensions in technology and trade sent investors searching for cover on Monday. In fact, it was the worst April start since… drumroll please… 1929.
On September 22, 2017 we ran a piece from one of our trusted partners at Gavekal titled “Robots Everywhere, But the Statistics.” The main purpose of the research was to call out an area where real-world data didn’t jive with widespread belief. In a similar vein, this week’s Guest EVA comes from the voice of a world-renowned expert in the field of Artificial Intelligence (AI), Rodney Brooks.
Into the Wild Blue Yonder. It’s not often that I get a chance to send out one of our newsletters containing fodder for both the bulls and bears. However, in this week’s Guest EVA edition, I am able to do exactly that and, for bonus points, at least for me, to highlight the latest musings of one of my heroes, Jeremy Grantham.
Conform or reform? In human terms, 500 years is a very long time. Yet, that’s how far back one of the most renowned Fed watchers is taking us in this edition of our Guest Evergreen Virtual Advisor (EVA). Danielle DiMartino Booth has previously been highlighted in these pages and she graciously gave us permission to run her recent missive: “Destination Reformation: The Dawn of a New Era in Central Banking”.
In last week’s edition of our Guest EVA, we ran the first half of a condensed version of Grant Williams’ exceedingly popular Things That Make You Go Hmmm. No one ever accused Grant of short-changing his readers as his weekly missives often run to 30 pages or more. But they are chock full of some of the best non-consensus insights, spiced with biting humor, this side of another Grant (as in Jim Grant).