An incredibly in depth piece with so much to mull over in these chaotic times. Thank you so much for taking the time guys, it’s given me lots of food for thought!
I think your attribution of actual rational economic motives to the Trump administration in these actions is, to put it mildly, Pollyanna-ish. All indicators are that they simply don't know what they're doing.
Once again, I do enjoy the fluid writing, graphics, and attention to detail. You have made the AI world understandable to a tech challenged boomer brought up with three channels on a 19 inch TV and a black dial rotary phone. My question leaves the AI sphere and ventures to your defensive hedges. Not asking for a thesis or detail because this exits AI premise, but after today's crazy drop in $UNH. I'm worried about healthcare as a defensive hedge. It seems Medicare billings and DOJ interference may cause havoc. Any thoughts?
An incredibly in depth piece with so much to mull over in these chaotic times. Thank you so much for taking the time guys, it’s given me lots of food for thought!
Thanks Dylan. Chaotic times indeed and the narrative is changing just so quickly, it's difficult to maintain perspective. Glad the post was helpful.
I think your attribution of actual rational economic motives to the Trump administration in these actions is, to put it mildly, Pollyanna-ish. All indicators are that they simply don't know what they're doing.
Amrita and Uttam,
Once again, I do enjoy the fluid writing, graphics, and attention to detail. You have made the AI world understandable to a tech challenged boomer brought up with three channels on a 19 inch TV and a black dial rotary phone. My question leaves the AI sphere and ventures to your defensive hedges. Not asking for a thesis or detail because this exits AI premise, but after today's crazy drop in $UNH. I'm worried about healthcare as a defensive hedge. It seems Medicare billings and DOJ interference may cause havoc. Any thoughts?
I think I found the answer to my own question--A global pharmaceutical company versus a US provider. That makes more sense to me.
🙏🏻🙏🏻