The stock market for a month has been orgasmic over the prospects of the Fed cutting interest rates . I think their reaction is premature. The Fed has at best hinted that they are finished raising rates . I have seen nothing to suggest they will begin lowering them.

They are also betting on a so called soft landing. I believe that once all the stimulus money is finally spent ,consumers will put a pad lock on their wallets . A recession is the more likely outcome even though the Clueless team will do anything in their fiat powers to prevent it . If the Fed succumbs to the pressure to lower rates and pump money into the economy then we will see the return of unacceptable inflation.

I have been riding the inverted curve and putting whatever I can into rolling short term Treasuries . The money I have in stocks is only there because I am still waiting to break even from the decline. This bull market has not brought it back yet .

Happy freaken New Year . The bulls in the China shop are the national debt and entitlement funding . I see nothing from our leaders that seriously address the catastrophe rapidly approaching .

more of my 2 cents If you can invest in AI ;do so now. Jeff Bezos of Amazon says that “it’s hard to overstate the impact” of AI on the market . He is politically a nut job. But his instincts are right on. Warren Buffett is throwing his chips in . That is all I need to know.

47% of Warren Buffett's Portfolio Is Invested in This Artificial Intelligence (AI) Stock | The Motley Fool (https://www.fool.com/investing/2024/01/03/47-warren-buffetts-portfolio-invested-ai-stock/)

What's the best way to invest in AI?

For an amateur like me I get funds . One I have that does well is one that has Nividia Apple Microsoft Meta Amazon . But these are already in If I was a risk taker I would look for innovative companies closer to ground level ;or ones like in health care that can utilize the technology. Companies like Exscientia that is developing AI designed medicines.

Thanks for the info.

Here is an example of AI generating lab work that will eventually bring new products to the market

What are Cloud Labs? (rsb.org.uk) (https://www.rsb.org.uk/biologist-features/the-biologist-s-guide-to-cloud-labs?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosam&stream=top)

They are fundamentally changing how lab research is done.


loud labs run 24 hours a day, seven days a week, which means experiments are running constantly, improving researchers’ productivity, and reducing downtime. Once scientists set up their experiments, with one click of a button, they are able to run their experiments in parallel. Users can run from five to eight more experiments every day, compared to traditional methods.

Harnessing AI for Cloud Lab Management - MedHealth Outlook (https://medhealthoutlook.com/harnessing-ai-for-cloud-lab-management/)