This week the AI rally got bigger, the rules from last week kept proving themselves, and the Cerebras story I started telling last Saturday continued in a way worth watching. Three items, all connected. Let’s get into it. 1. The…
In How Many Stocks Should You Actually Own?, we covered how to build a portfolio of individual stocks. Now comes the question that experienced investors often say is harder than buying — when should you sell? Selling is one of…
Welcome to Weekly Notes. This is the first one, so a quick word on what it is. Once a week — Saturdays — I’ll pull together a couple of things that caught my eye in money and markets, and try…
