Mastering macro timing crushes market returns by 700%. Wall Street dividend drought echoes peak mania of dot-com era

Understanding cycles lets you rotate before the herd… Why is Macro important? Because you will beat the market by 700% If you understand Business Cycles – and allocate your Funds so that you are invested in Risk Assets when Business Cycles are bottoming, strengthening or strong – and in TLT when Business Cycles roll over …

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Higher education is unraveling under the weight of AI. Professors feel powerless. Students admit: College now means mastering ChatGPT, not the subject.

For higher education, “AI’s takeover [is] a full-blown existential crisis.” “College is just how well I can use ChatGPT at this point.” “I think we are years — or months, probably — away from a world where nobody thinks using AI for homework is considered cheating.” “It isn’t as if cheating is new. But now, …

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