HeyJaredJohn O'Connell
- Indexed articles, last 90 days
- 3
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Kiplinger
- Top 100K sites
- Earliest in this view
- Jul 24, 2026
Latest articles
Think Your Portfolio Is Diversified? Why AI Is Actually a Six-Layer Supply Chain, Not an Industry (opens the original)
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Editor's note: This is the second article in a four-part series on AI concentration risk in growth portfolios. The first, Your Diversified ETF Isn't as Diversified as You Think, examined how popular growth ETFs concentrate exposure to this single economic engine. The next two examine the risks facing the supply chain itself and the corporate adoption timeline that will determine which layers ultimately earn their valuations. Every AI stock you own sits somewhere on an assembly line, whether the
Most Firms Miscalculate AI ROI Because They Forget These 3 Crucial Expenses (opens the original)
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When you budget for an AI tool, you budget for the bill the vendor sends. That bill is the visible part of the cost. It is also the smaller part. The expenses that decide whether AI pays off for your firm never appear on the vendor's invoice at all, and most firms do not budget for them until they arrive. This is the part of AI economics that catches finance leaders off guard. The token cost is the tip. The real cost sits below the surface, and it is made of your people's time and your firm's re
How to Budget for AI Even When the Bill Keeps Changing: A Game Plan for CFOs (opens the original)
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Your business is going to spend more on AI this year. Three-quarters of finance leaders raised technology budgets for 2026, nearly half of them by 10% or more, and financial services firms led every other sector with increases around 15%. The decision to spend is made. The harder question is the one your budget process is not built to answer: How do you forecast a cost that changes based on how your people use a tool? Most firms get this wrong in two specific ways. Let's review both before you b
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