Categories

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An unvarnished look at AI's perils, balanced by a bonus section with a playful, Joycean coda for the literary modernist.

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A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter

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GenAI has massive utility, and with huge profits being accrued by many in the chain. And those missing out do not have the option of quitting

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Sharpe teaches us to tame the chop, not trace the current. In boom times, we pray the wavelets don’t blind us to the approaching wall.

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Unpacking the unique blueprint behind our portfolio’s minimal overlap with any global benchmarks, innovation funds, or ETFs

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As GenInnov begins its journey as a licensed firm, we explore why true disruption lies not in AI per se, but in machines solving what humans cannot

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While the world slept, AI didn't. A whirlwind of December breakthroughs sets the stage for 2025's biggest trends.

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There is more to analysis than pattern fitting when secular forces are changing

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Explore how autonomous driving technology is set to fuel long-term growth in the EV market, despite recent sales slowdowns.

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Pessimism surrounds GenAI as skeptics highlight market risks, innovation slowdowns, and cyclical challenges, despite its transformative long-term potential.