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Jony Ive, the iconic designer behind the iPhone, has taken an unexpected turn in his career. OpenAI plans to develop a new generation of AI-powered devices that could render the iPhone, Apple’s flagship product, obsolete. This could significantly impact AAPL’s valuation. The collaboration between Ive and OpenAI aims to eliminate dependence on traditional smartphones. It

Webinar Recording

Here is a link to the recording of the webinar. https://mariorandholm.substack.com/p/esta-tu-capital-posicionado-para The Substack site is in Spanish, but both the presentation (PPT) and video are in English. If you have issues seeing then just contact me. X.com or LinkedIn can work if you don’t have my direct email. My short term goal is to maintain

Dealing with the US downgrade

Moody’s downgrade of the U.S. credit rating from Aaa to Aa1 on May 16, 2025, the last of the major rating agencies (after S&P in 2011 and Fitch in 2023) to do so. It attributes the downgrade to the U.S.’s rising debt burden, projected to reach 144% of GDP by 2034, and persistent fiscal deficits.
Together with my partner Charles we are hosting a webinar next week! May 21 at 11:30 Eastern // 05:30 pm  (Central European) Zoom Registration https://us02web.zoom.us/meeting/register/ojYPCg6HQGmhMAwYMw3d9w#/registration For over a decade, 2014-2025, we had lower-than-average volatility. The CBOE Volatility Index (better known as the VIX), which represents the expected annualized volatility of the S&P 500, averaged 17.9. That’s significantly
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