

Huang Over
The Jensen Huang story reinforces three lessons for investors. It is a reminder that math models can never truly the capture the impact of human behavior on our investments.

Matthew Goff
7 hours ago


Understanding a $2.3 Trillion Market Loss
How did $2.3 trillion in market cap get wiped out when very few stock owners were selling? What does it mean for your investments?

Matthew Goff
Nov 8


The Ecosystem
A visit to Silicon Valley reveals it has become the capital of capitalism, and a historic ecosystem of talent, funding, and ideas.

Matthew Goff
Nov 1

