The Basis Point

2 days ago | thebasispoint.com | Julian Hebron

When AI bots synthesize answers from multiple sources, they drastically reduce clicks and ad dollars to source sites. Is there a new compensation model for content creators? ___ Check It Out:– Anthropic launches Claude web search API, betting on the future of post-Google information access

1 week ago | thebasispoint.com | Julian Hebron

Nobody knows whether economic policy in Washington will result in inflation or recession. But if it’s recession, then already-strained consumers get hit first, so here’s a quick consumer debt alert.

1 week ago | thebasispoint.com | Julian Hebron

Save my info for next time I comment. Please enter an answer in digits:

1 week ago | thebasispoint.com | Julian Hebron

The link below has 5 charts on Warren Buffet’s best-of-all-time investing track record. I want to call out 2 of these charts. The chart below shows Berkshire Hathaway’s 19.9% annualized returns from 1965 to 2024. This is a 5,490,338% cumulative total return, which is hard to even fathom. ===Besides Buffett himself, this next chart below might just be the secret sauce. It shows Berkshire Hathaway’s cash allocation from 1987 to 2025, which is a good visual of Buffett’s legendary patience.

1 month ago | thebasispoint.com | Julian Hebron

Goldman Sachs Asset Management co-head of fixed income Kay Haigh suggests today’s flat-to-lower CPI inflation data from March appears backward looking and maybe not relevant as trade wars play out. Core CPI, which the Fed prefers because it excludes volatile food and energy prices, just dropped from 3.1% in February to 2.8% in March as reported this morning. And the full CPI reading dropped from 2.8% to 2.4%.