AI Eleven
From Shaan Puri’s newsletter: Btw – instead of buying the S&P 500, I own what I call the “AI Eleven”. Microsoft – owns 27% of OpenAI, plus… uh… Microsoft Meta … Read More
The Top 10 stocks in the S&P 500 carry the entire indice. Nothing new there! Thanks in part to the AI boom, it looks more like the Top 10 stocks … Read More
“There are few sure things in investing … that betas (stocks, bonds, real estate) rise over time relative to cash is one of them.” — Billionaire hedge fund manager Ray Dalio … Read More