ASYMMETRY® Observations are Mike Shell’s observations of investor behavior causing directional price trends, global macro, tactical ETF trading, momentum stock trading, hedging, volatility trading, and risk management that creates asymmetric investment returns. An asymmetric return profile is a risk/reward profile with a positive asymmetry between profit and loss. Mike Shell is the founder of Shell Capital Management, LLC and the portfolio manager of ASYMMETRY® Global Tactical
The AI Cycle Is Shifting From Training to Inference
AI’s first wave was about training massive models. The next wave is about running them continuously. Nvidia’s push into inference infrastructure suggests the AI cycle may be shifting from episodic training bursts to persistent deployment across the economy. Read More