The AI Edge

Introducing my PAL: The Portfolio Allocation Lab

What building an AI portfolio tool taught me about risk, diversification, and my own bad habits.

Aug 11 • AI for Investment Research

Using Claude Fable 5 to Analyze My Investment Portfolio

Anthropic just re-released its most capable model. I used it to analyze my own portfolio, and the results were a mix of useful and frustrating

Jul 7 • AI for Investment Research

AI Will Agree With Whatever You've Already Decided

Why a tool with no conviction can't help you find what the market got wrong.

Jun 30 • AI for Investment Research

AI Will Make You a Better Investor, Not a Great One

AI can take a weak investor to competence. The jump from competence to greatness is the part it can't help with.

Jun 16 • AI for Investment Research

Three Things AI Will Confidently Get Wrong About Your Investments

The model sounds right even when it isn't. That's the whole problem.

Jun 9 • AI for Investment Research

AI for Investment Research: What Works, What Doesn't, and What's Coming

The actual edge isn't AI. It's the loop you build around it.

May 26 • AI for Investment Research

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