|
|
|
05.09.26 - 17:36
|
AI Bears: Right About The Excess, May Be Wrong On The Trade (ZeroHedge)
|
|
|
AI Bears: Right About The Excess, May Be Wrong On The Trade
Authored by Lance Roberts via RealInvestmentAdvice.com,
While the AI bears focus on concentration and circular financing, the last tech overbuild was financed with debt, and this one is being paid for in cash.
Before I discuss why I disagree with the “AI bears,” I want to state that I respect their opinions, have evaluated their concerns, and have simply derived a different set of conclusions. That is an important statement, because this particular group of “AI bears” includes some of the sharpest risk minds in the business, and they have been early to almost every warning that later mattered.
When people this good line up on one side of a trade, you go back and check your own work. That's what I did, and this article is where I landed. As always, the reason I publish these articles is for accountability later, for you and our clients.
While this group of AI bears may indeed be right about the excess, they could still be po...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
05.09.26 - 15:24
|
Ökonom Brunnermeier: Im Finanzmarkt lauern KI-Agenten (FAZ)
|
|
|
Was geschieht, wenn KI-gesteuerte Trader die Fed besser verstehen als die Fed die KI – und niemand mehr weiß, warum sich Kurse bewegen? Ein Grundmechanismus der Marktwirtschaft ist in Gefahr: die Fähigkeit der Preise, Wissen zu bündeln....
|
|
|
|
|
05.09.26 - 14:54
|
AI May Transform How Humans Understand Animals (Bloomberg)
|
|
|
Researchers are using AI to analyze vast collections of animal vocalizations, looking for patterns that could help humans better understand how species such as crows communicate. Bloomberg Weekend Senior Writer Morgan Meaker is on Bloomberg This Weekend and says the technology could reshape humans' relationship with animals, but researchers warn it also raises ethical questions about privacy, exploitation and how those discoveries might be used. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
