"Significant moves in the gold price are fascinating from a behavioural perspective because gold is probably the perfect belief asset – that is an asset which is impossible to value in any reasonable way so it’s worth is entirely dependent on what we think other people believe it to be."
"There are many examples of investors and traders with different philosophies and processes who have been successful. But what you do need is a method that you believe in."
"Generative AI is a true technology wave, because the cost curve of adoption is being structurally flattened. A huge amount of infrastructure has to be built out because gen AI isn’t a single product."
"The tech giants’ cash flow is another key differentiator from the last technology boom. Today’s surge in capital spending is being funded in large part by cash from existing operations – not, for the most part, from debt."
"There are many examples of investors and traders with different philosophies and processes who have been successful. But what you do need is a method that you believe in."
"Generative AI is a true technology wave, because the cost curve of adoption is being structurally flattened. A huge amount of infrastructure has to be built out because gen AI isn’t a single product."
"The tech giants’ cash flow is another key differentiator from the last technology boom. Today’s surge in capital spending is being funded in large part by cash from existing operations – not, for the most part, from debt."