Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.
Joined February 2011
1.6K Following 15.9K Followers
The stock market is more than just AI 😉
Being bearish on AI may mean being bearish on the stock market (S&P 500), but not bearish on “stocks”
The problem is concentration, but we don’t have to play that game. New blog 👇
@RyanDetrick @CarsonResearch
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