Updates – Strategy

Trump 2.0 Flatter and Fatter Distribution Outcome

January 6, 2025

Past Performance is No Guarantee of Future Results

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INVESTMENT UPDATES

The Federal Reserve’s Next Evolution: Why the Process May Matter More Than the Next Rate Decision
The ‘Data Channel’ Champions Are Building Their Own AI Stack- moving to proprietary solutions as the future.
Microsoft’s AI Infrastructure Strategy: The Largest Industrial Buildout in the Company’s History
The AI Infrastructure Race: Comparing Microsoft, Amazon, Google, Oracle, and Meta
Warning Signs for Investors: The Next Phase of AI Investing Requires Diversification

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