Looking Through the Now

Our markets are in a messy period. This September seems to be living up to its historic precedent. The Bull has cautioned that this was likely. Now it is time to be patient. However, it is a good time to look into the future and ask, “Where should one position themselves for future growth?”

Artificial Intelligence will become more important. After the initial buildout, who benefits? This may be a different set of players than are doing so now. Providers of general and specialized models seem like a good bet. If we are all going to be using it, then someone must provide it. Seek these out and begin analyzing them to determine how to best participate.

Other companies will become more productive and successful with AI. Think about pharmaceutical and other healthcare firms. Some financial enterprises could reap great benefits. Design and manufacturing on demand is another. The more you think about it, the more possibilities you will find. That is what we at Riverplace Capital are doing. So seek, analyze, and prepare. Also, stay steady my friends.

-The Lonely Bull