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Last month's Bishop Rock letter is up - looking at what happens when AI takes over capital markets. More Facebook marketplace than NYSE. tinyurl.com/BRC6-2025
Bishop Rock April 2025 letter is out. Our take on how to best monetize the current volatility: tinyurl.com/brc-april-2025 Plus 500-page data center primer, long-term gold prices, and the impact of tariffs on consumers.
The latest Bishop Rock letter briefly examines what economic growth would look like under President Trump's deficit target of 3% of GDP: tinyurl.com/brc-march-2025 Plus links & charts on housing delinquencies, AI tutors, an energy industry primer, and more.
The U.S. does have all the cards, but Trump’s stack gets marked-to-market while Xi gets to use private equity accounting.
Just realized how amazing David Tepper's investment performance is. Going off of 13F's, his longs outperformed the S&P 500 (in black) by a wide margin and he outperformed adjusting for volatility, which almost no one does. And he supposedly retired in 2019.
Not all of SF has a lot of crime. Only the areas patrolled by SFPD. Areas of the city covered by Federal police have crime rates inline with NYC neighborhoods of similar median income as SF. SFPD gets paid 50% more on average than Federal police. This is a visual illustration…
You would not know it from Instagram, but private jet deliveries are down 40% since 2007 and are about flat since the late 1970s. #PrivateJets
How are consumers actually using ChatGPT? A survey of US consumers found that ChatGPT is used by most respondents like a search engine: to research topics, find stuff to buy, and compare prices. Use-cases for plugins need to become more clear before they can become popular.
March monthly newsletter is up: the bank fallout, higher deposit guarantees do not matter, and what matters next. Not investment advice. tinyurl.com/depositcosts #banks #interestrates #RealEstate
February newsletter is up. tinyurl.com/bd8d3vee Supreme Court warning for generative AI + articles that caught our interest on inflation. For informational purposes only. Not investment advice.
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