DeepSeek's impact on the AI/LLM ecosystem is profound, especially on the current Nvidia and Hyperscaler thesis

Invert, always invert. In a world craving artificial, we prefer being real. That's 2Q23 in a nutshell.

Most investors delude themselves into thinking they're Mr. Buffett. At Mash, our approach is clear -- in general, do not average down.

The beautiful astronomical clock in the photo is an unknown unknown (for me). Covid-19 and its variants. Unknown unknown. Unsustainable...

During the late 15th century, William Shakespeare penned his famous play Romeo and Juliet. A phrase therein gained popularity over time:...

Over the last month, executives with 10% or greater ownership of a company , sold roughly $27 billion in stock while buying a whopping $2...

The virtual marketplace is abuzz. Variety of folks. Young, old, men, women, local, tourists. Dressed in an assortment of colours and...

Mash believes Global Alternative Assets should be part of your Core investment portfolio. Read more.

My thoughts, actually ramblings, on the froth and frenzy in today's global (US) markets. High growth stocks. Hot IPOs. SPACs. ARK. Tesla....

While SPACs are all the rage nowadays, they are hardly new. After all, human behavior is hardly new, right? Turns out, SPACs (Special...