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How To Invest For The "AI Endgame": Currencies, Trade, and Tech.
If you only looked at your crypto or software stocks this week, you probably think the sky is falling. But if you zoom out, the Dow just hit 50,000 and Europe is at all-time highs.
This isn't a market crash, it's a changing of the guard.
* The Market Regime: From “US Tech Dominance” to “Global Industrial/Breadth.”
* The Tech Regime: From “SaaS Middle Game” to “AI Endgame” (Atoms & Energy).
* The Geopolitical Regime: From “Alliances” to “Transactionalism” (Trump/Carney).
The speed of technological releases is mind numbing. It seems every week I am learning and adapting portfolios and my mental…
The skinny
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