Campbell Ramble

Campbell Ramble

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January 2025

Portfolio Update: January 2025
Today we’re going to take a break from rants on AI and get back to markets.
 • 
Alexander Campbell
6
The Compute Burden
Can I run AGI at home?
 • 
Alexander Campbell
1
The Race is On
Going Deep on DeepSeek and the Dawn of Distributed AI
6
Can You Feel the Acceleration?
Disconnected Thoughts on Week 1 of the New Era
1
Bonds vs Stocks
There Are Bonds In The Stocks: Chapter 3
 • 
Alexander Campbell
2
25 Views for 2025
First it was 24 for '24, now 25 for '25.
 • 
Alexander Campbell
8

December 2024

The S Curve Strikes Back
Riding the Singularity's Second Differential
 • 
Alexander Campbell
6
"Fill it up again!"
What if China never takes the pain?
 • 
Alexander Campbell
3
Stocks vs Bonds
Thinking about balance amidst extremes
 • 
Alexander Campbell
The S Curve is Here
Investing in a Stochastic Singularity
 • 
Alexander Campbell
10
Still Long Silver
The case for silver in 2025 is relatively simple.
 • 
Alexander Campbell
1
No Soup (aka Gallium) For You!
Conflict is Inflationary: Part 4
 • 
Alexander Campbell
7
Why We're Still Long Gold
Portfolio Insurance in a Fragmenting World
 • 
Alexander Campbell
4
Convert of Doom
Microstrategy and the dark arts of 'volatility arbitrage'
 • 
Alexander Campbell
19

November 2024

24 Views for 2024: Year in Review
Looking back on our 80%+ track
 • 
Alexander Campbell
2
Perfect Alignment is Perfectly Impossible
What Google's Gemini Tells Us About AI Safety
 • 
Alexander Campbell
The Death of Globalism
Conflict is Inflationary: Part 3
 • 
Alexander Campbell
Portfolio Moves
Adjusting the protection portfolio in the wake of the election
 • 
Alexander Campbell
The New New Deal: The Pu Pu Platter
aka the "Official Policy Platform"
 • 
Alexander Campbell
3

October 2024

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