2018 2nd Quarter Memo for Vailshire Capital Management LLC

Dear clients and friends of Vailshire–   Happy Independence Day week! I hope you have been enjoying the freedom that we are blessed with in this country. And for those Vailshire clients and friends who are serving or have served in the military… thank you very much! 2018 2nd Quarter Investment Highlights   World politics remain turbulent, due–in no small part–to the persistent …

2018 1st Quarter Memo for Vailshire Capital Management LLC

Dear clients and friends of Vailshire–   I hope that all is well with you, wherever in the world this memo finds you! 2018 1st Quarter Investment Highlights   Volatility has (finally) returned. Normally a staple in the marketplace, volatility was conspicuously absent for the vast majority of 2017. If you pay any attention to financial media or literature, I am sure …

Worth a watch: The State of Artificial Intelligence – Andrew Ng

  This fantastic lecture was presented by artificial intelligence (AI) expert, Andrew Ng, at MIT’s EmTech conference. Watch as Andrew describes the new AI era, where a traditional technology company plus a neural network does NOT equal an AI company… a common misconception among business owners and investors! According to Ng, a modern-day AI company requires: Strategic data acquisition Unified data …