AI goes to the barber

 November 25, 2025 |Mark Ryan
Good afternoon, In the AI world, tangible reality bumped up against exuberance over the past few days, and despite a strong finish today, Movember is looking like a bit of a haircut as we near the end of an otherwise strong year-to-date. In this vein...
Read more

A real gem

 November 10, 2025 |Mark Ryan
Good afternoon, A late Friday rally kept a weak week from worse numbers, largely in response to high overall prices amidst data uncertainty and a US government shutdown. Also… diamonds. Lots of them. More on markets further below, but first... The Empress...
Read more