CHG Market Commentary
Joshua Myers, CFAthe markets and life
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 237 | Subscribers | Read | cedarshillgroup.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
CHG Issue #216: AI is not and never will be conscious
Editor’s note: Despite the heavy use of em dashes, no part of this letter was written with AI.
CHG Issue #215: Buy versus Build
Anthropic released a new plug-in for legal tasks and the new Claude Opus 4.6 model which can do research and build financial models, and the market promptly went out and shot all software stocks last week. This is what markets do, shoot fir...
CHG Issue #214: Surveying the Damage
> There are decades where nothing happens; and there are weeks where decades happen
CHG Issue #213: The Knowledge of Good and Evil
Most people know the story of the Garden of Eden. Adam and Eve were there and they were told not to eat from the tree of knowledge of good and evil. Why? What is so bad about that sort of knowledge? Or any knowledge for that matter? Why wou...
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Authors
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Builder of portfolios and businesses. Macro Strategy and Micro Execution.
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