I'm using the best AI models to bet $1000 on Polymarket! Asked it to use modern portfolio theory + bet sizing to make calculated bets. It chose everything from BTC price to Fed rates. Expected returns: o3-pro: +21.6% opus 4: +41.7% grok 4 heavy:... See more

Final Thoughts: Three Pillars Reiterated

I continue to view a three-pillar portfolio as an ideal framework for risk-managed investing.

A classic “60/40” stock and bond portfolio consists of two asset types that both prefer disinflation. Stocks generally prefer disinflationary growth, and bonds generally prefer disinflationary contraction. They’ve

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