I believe some things about the future…

The QQQs are beatable.

Within ten years it will become evident that humans are going to live a lot longer than anyone currently thinks is possible (this has massive long term economic implications).

All roads lead to cloud providers and semiconductors - these two trends will last for more than a decade and might take us straight through to the realization of true artificial general intelligence.

The SMH (semiconductor index) will probably beat the QQQs

QQQ and SMH will both beat the SPY

Less government is better.

Free speech should be absolute.

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My posts will generally focus on high level qualitative analysis, with an eye on very long-term trends. Most numbers shown will be napkin math exercises.


This website is solely for informational and entertainment purposes. My posts reflect my own personal views and analyses, and they should never be regarded as investment advice. Always do your own due diligence and speak to a trained financial professional before making investment decisions. Views I present here are subject to change at any moment without notice. Mention of any specific company, ETF, investment strategy, etc. should not be taken as a recommendation to buy or sell. Investing is not a one size fits all game - each situation is unique. Markets are risky, and the companies I mention - like all companies - can go to zero!