Sigma Signals

Week of June 2, 2025

Ignore the Noise.  It’s easy to get swept up in the daily drama out of D.C.—hearings, headlines, and heated takes. But while the political theater distracts, something far more consequential is unfolding: artificial intelligence is advancing at a breakneck pace. Nearly every day brings breakthroughs with real-world impact. The real revolution isn’t in Congress—it’s in code.  Our Signal’s remain unchanged.

Bob Bilkie, CFA