From Tariff Pause to Speculative Sprint: Q2’s High-Beta Surge
The chart from Goldman Sachs highlights how speculative behavior surged in U.S. equities in Q2 2025 following the “Liberation Day” market...
5 days ago3 min read
Post-Sicily Thoughts: The Third Great Technology Wave
Written by John Davi I just got back from Sicily, where my family, my brother’s family, and my parents visited Torretta , the town where...
5 days ago3 min read