2025 AI Outlook: Investing in AI’s Current and Future

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The Compound Podcasts:

On at this time’s present, we focus on:

• Their Wealth Is in Their Houses. Their Houses Are Now Ash.

• Be taught sensible classes from the L.A. fires, not silly classes

• There Is No "Reverse Conundrum" Driving Up Bond Yields

• The US Family Sector Enters 2025 in Glorious Form

• On Bubble Watch

• Rigetti, IonQ shares plunge after Nvidia CEO says 'helpful' quantum computing is a long time away

• The Anti-Social Century

• Replace on short-term US sports activities outcomes influence

Charts:

Tweets:

First 5 Days a key market sign.

The final 49 *up* “First 5 Days” had been adopted by full-year positive aspects on 41 of these events. That is an 84% hit fee. The typical return is up ~14% for these years as nicely.

The numbers fall off dramatically when the First 5 Days are down,… x.com/i/internet/standing/1…

— Blake B. Millard, CFA (@BlakeMillardCFA)
2:00 PM • Jan 9, 2025

Within the three years ended 11/30/24, the typical greenback invested in thematic funds and ETFs misplaced ~7% per 12 months (-5.6% ex ARKK). Over that very same span, the typical greenback invested in Goal-Date 2050 funds *gained* 6.9% p.a. Uninteresting crushed thrilling.

— Jeffrey Ptak (@syouth1)
7:13 PM • Jan 8, 2025

in all seriousness, this needs to be 100% unlawful, that is not massive authorities telling folks what they need to or should not do with their cash, that is saying you should not be incentivized to burn down Santa Monica to dig your self out of your playing debt

— Benn Eifert 🥷🏴‍☠️ (@bennpeifert)
1:07 AM • Jan 10, 2025

That is nonetheless essentially the most placing chart in economics and politics: the whole flip in one-year inflation expectations amongst Democrats vs. Republicans after the election. The Jan ’25 information was up to date this AM, discover it on WSL ELECTION.

— Michael McDonough (@M_McDonough)
3:12 PM • Jan 10, 2025

Suggestions:

• Den of Thieves

• Landman

• Jerry Springer

• Lioness

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