Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.
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February 2011
1.6K ํ๋ก์ ์ค 15.9K ํฌ
The stock market is more than just AI ๐
Being bearish on AI may mean being bearish on the stock market (S&P 500), but not bearish on โstocksโ
The problem is concentration, but we donโt have to play that game. New blog ๐
@RyanDetrick @CarsonResearch
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