February Links of Interest

Here are some of the writings that caught our attention this past month:

• Tyler Cowen gives reasons why the dissemination of AI is relatively slow. He likens AI to Star Trek technology suddenly dropping down to Earth, that will take time to incorporate into daily and work life
• Josh Barro is dubious about Trump economic and personnel policy, but also critical of the political and policy consequences flowing from Democratic identity politics 
• Noah Smith reluctantly argues for nuclear proliferation—in particular, for Poland, Japan, and South Korea to develop nuclear weapons as quickly as possible 
• Barry Ritholtz discusses the overconfidence of sports bettors, referring to a sports betting study that concludes that while the average bettor expects to break even, they lose 7.5 cents per dollar bet

Ritholtz also asks if trucks have peaked (via Sherwood):

JMS Capital Group Wealth Services LLC

417 Thorn Street, Suite 300 | Sewickley, PA | 15143 | 412‐415‐1177 | jmscapitalgroup.com

An SEC‐registered investment advisor.

This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument or investment strategy. This material has been prepared for informational purposes only, and is not intended to be or interpreted as a recommendation. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice.