As the Chinese Communist Party has cracked down again on the export of rare-earth minerals essential for so much of modern technology, Jamie Dimon, chairman and CEO of JPMorganChase, announced a huge private-sector investment in infrastructure in an editorial in the Wall Street Journal. “The brutal invasion of Ukraine, the indescribable terrorist attack on Israel and […] The post Economist pleased with private-sector infrastructure investments, warns against ‘public-private partnership...| The Sentinel
The AI bubble is the bubbliest bubble that ever bubbled. We’ve covered at length how venture capital is moribund except AI and especially OpenAI, how the VCs are desperate to keep the party pumping, how the investors will spend billions of real actual dollars to get twice the imaginary dollars, and how this whole huge […]| Pivot to AI
During his recent interview with How Leaders Lead with David Novak, Jamie Dimon reflects on his upbringing and career offer invaluable lessons for investors, rooted in discipline, purpose, and a deep understanding of human behavior. His parents instilled in him core values that transcended finance, yet profoundly shaped his approach to investing. “The values were pretty basic,” Dimon recalls. “One is, you do the best you can. And whatever you do, you do the best you can. It wasn’t abo...| The Acquirer's Multiple®