From Our Weekly Note and More
On Uncertainty, Volatility, Tariffs and More
Assessing heightened market volatility along with comments from U.S. Federal Reserve Chair Jerome H. Powell
On Market Volatility
With the potential for market volatility increasing, we present: 1) chart of VIX index from January 2000 to present, 2) drivers of market volatility, 3) current volatility factors, 4) measuring volatility and 5) interpreting VIX levels.
On AI Advances in Scientific Research
Comments on Evo 2, an AI-driven "genomic foundation model" based on work from Arc Institute, NVIDIA, Stanford University,UC Berkeley, and UC San Francisco and AI co-scientist from Google in collaboration with Imperial College and Stanford University.
On National Institutes of Health Funding
Comments from U.S. Senator Susan Collins, Stanford Provost Jenny Martinez, Harvard President Alan Garber and White House Spokesperson Kush Desai
On Bird Flu, Egg Prices and More
Comments from the World Health Organization, U.S. Center for Disease Control, U.S. Department of Agriculture and others.
As "DeepSeek" Enters the AI Market
Comments from Sam Altman, CEO of OpenAI, Satya Nadella, CEO Microsoft, Mark Zuckerberg, CEO Meta, Eric Schmidt, former CEO and chair of Google, Nvidia and President Trump.
On "The Future of Jobs"
Comments from the World Economic Forum’s 'Future of Jobs Survey,' conducted in late 2024, which includes feedback from over 1,000 global employers that collectively employ more than 14.1 million workers across 22 industries.
On Los Angeles Fires, Insurance and More
Comments on the Los Angeles wildfires that have burned over 38,000 acres from JP Morgan, Accuweather and the California FAIR Plan.
On “Artificial Intelligence, Scientific Discovery, and Product Innovation"
Comments from the study 'Artificial Intelligence, Scientific Discovery, and Product Innovation' (MIT, November 2024) examining AI's impact on 1,018 scientists at a leading U.S. materials science R&D lab over a 49-month period.
As AI Augments Medical Research and Patient Care
Comments from studies by Stanford Medicine and University College London on AI use in healthcare.
On AI and Super-Intelligence
Comments from OpenAI CEO Sam Altman from his blog post “The Intelligence Age” (Sept. 23, 2024) :
On Elon Musk, the U.S. Budget and more
Comments on Elon Musk and Vivek Ramaswamy as leads of a Department of Government Efficiency project to “dismantle government bureaucracy”, cutting $2 trillion from the U.S. Federal government budget and more.
On the U.S. Economy, Government Debt and more
Comments from U.S. Federal Reserve Chair Jerome Powell and the U.S. Congressional Budget Office (CBO) report ”An Update to the Budget and Economic Outlook: 2024 to 2034” (June 2024).
On Market Volatility and the U.S. Presidential Election
As the 2024 U.S. Presidential election approaches, financial markets may encounter turbulence.