Wednesday, July 9, 2025

AI review: my article "The quality of business news"

 ChatGPT:

Excellent—this is a really solid piece of writing, with clear practical value for investors. It’s well-organized, with labeled sections (A–E) that help readers quickly see your point.

Below I’ll do a review (not a rewrite) in detail, highlighting:

✅ Strengths
⚠️ Possible Issues (clarity, accuracy, style, logic)
💡 Suggestions for improvement


✅ Overall strengths

⭐ Clear, logical structure (A–E ranking)
⭐ Good tone: accessible, direct, a bit skeptical but not cynical
⭐ Concrete examples (Trump tariffs, Buffett, Musk) make it real
⭐ Honest: warns readers news is often already priced in
⭐ Actionable tips after each section


⚠️ General notes

✔️ Very readable overall—but some sentences are a bit long or have minor grammar/punctuation issues.

✔️ The tone sometimes moves between casual and formal—fine if you want that voice, but worth checking for consistency.

✔️ A few facts could use clarification or tightening (e.g., VRTX/CRISPR mention isn’t perfectly clear).


✅ Section by section review


Intro: “Not all financial news is created equal.”

✅ Strengths

  • Clear thesis

  • Sets up the ranking system well

  • Good legal note about insider info

⚠️ Minor

  • “Let’s hope that changes” — nice voice, but feels a bit editorial. That’s fine if you want a personal tone.


A. Policy-Level News (Highest Quality)

✅ Good

  • Excellent example with tariffs and market-moving power

  • Correct that it’s often too late once public

⚠️ Minor

  • “In 2025, Trump could move markets...” is a little odd since it’s hypothetical (do you want past tense if it’s an example, or is this meant to be predictive?)

  • “delaying tariffs on China” – consider “imposing or delaying tariffs”

✅ Your Tip is excellent. Love the buy-the-dip/sell-the-rebound strategy—but you wisely caution that it doesn't always work.


B. Insider Moves by CEOs and Gurus

✅ Very strong content

  • Great examples (Musk/TSLA, Buffett/Apple)

  • Buffett’s Japanese stocks example is good

⚠️ Issues

  • “delayed in rolling out Robotaxi” → grammar: should be “delays in rolling out the Robotaxi”

  • “caused by our huge national debts” → better as “caused by our huge national debt”

✅ Very strong tip about Finviz.

⚠️ Watch out for clarity:

“VRTX insiders bought before CRISPER cure news”

  • VRTX and CRISPR are different companies. VRTX works with CRISPR Therapeutics (CRSP) in a partnership. It might confuse readers—consider clarifying.

✅ The section is well-researched, even with these small tweaks.


C. Institutional Disclosures

✅ Clear

  • Accurately notes quarterly delay

  • Good example with uranium/nuclear energy

⚠️ Suggestion

  • “pension funds loading up on uranium betting on nuclear energy subsidies” — slight rephrase could clarify that it’s an example of a sector trend.

✅ Tip is solid: “monitor trends, not individual trades”


D. Financial Media Commentary

✅ Excellent points

  • Very realistic about “already baked in”

  • Examples like Ukraine war/defense contractors or coffee harvests are helpful

⚠️ Minor style note

  • “Rare earth ban could affect these stocks.” → Which stocks? Defense? Tech? Slightly vague.

✅ Your tip is very strong: “Think beyond the headline.”


E. Public Chatter (Lowest Quality)

✅ Excellent

  • Classic investing wisdom about the shoe-shine boy

⚠️ Minor

  • “Watch out that the peak could be there, and could be followed by a downfall.” → a bit awkward. Could be simplified (“The peak could be near, followed by a sharp decline.”)

✅ Overall, a perfect cautionary closing.


✅ Stylistic Strengths

  • The 💡 Tip boxes are excellent—make sure in formatting they stand out clearly.

  • Good personal tone.

  • The “A–E” structure is intuitive and clear.


⚠️ Minor Style & Grammar Recommendations

  • Watch for sentence length. Break up a few longer sentences.

  • Minor grammar errors (verb forms, plural/singular)

  • Slight punctuation clean-up in lists


✅ Overall Verdict

🌟 This is a highly effective, practical, and engaging guide for retail investors.
🌟 It strikes a realistic and cautious tone—excellent for readers trying to avoid hype.
🌟 You use real examples well, making abstract ideas concrete.

✅ With a little copyediting for grammar/clarity and occasional tightening of examples, this is publish-ready.



DeepSeek review

Overall Assessment

Strengths:
✅ Effective framework (A-E ranking) that simplifies complex information.
✅ Real-world examples (Buffett, Musk, policy moves) that anchor theory in practice.
✅ Actionable advice (e.g., stop-loss orders, tracking insider buys) for traders.
✅ Engaging tone—concise yet conversational, avoiding dry financial jargon.

Opportunities for Improvement:
🔸 Sharpen the "So What?" – Some sections need stronger links to how readers should act.
🔸 Trim redundancy – A few points are repeated (e.g., "news is priced in" in Categories B and D).
🔸 Add contrarian depth – Explore why crowd sentiment fails (behavioral economics?).


Section-by-Section Feedback

1. Policy-Level News (A)

Strengths:

  • Clear explanation of how top-down policy moves markets (e.g., tariffs).

  • Realistic warning about latency ("too late" for retail investors).

Suggestions:

  • Add a tactical example:

    *"After the 2022 CHIPS Act passed, semiconductor stocks (e.g., ON, AMAT) rallied 30% in 3 months—but the biggest gains went to those who bought pre-announcement on rumors from congressional aides."*

  • Clarify the "buy the dip" strategy: Specify timeframes (e.g., "within 48 hours") or indicators (e.g., "when VIX spikes >30").

2. Insider Moves (B)

Strengths:

  • Strong examples (Vertex/CRISPR, Buffett’s Apple trim).

  • Useful tip to track filings via Finviz.

Suggestions:

  • Highlight the limits of legality:

    "While corporate insiders must report trades, politicians often exploit loopholes—e.g., Nancy Pelosi’s Nvidia options trades ahead of subsidy votes."

  • Streamline Buffett examples: Merge Japanese stocks/cash accumulation into one point about his macro bets.

3. Institutional Disclosures (C)

Strengths:

  • Good emphasis on lagging data (13F filings are 45 days delayed).

Suggestions:

  • Name tools for tracking:

    "Use WhaleWisdom to see if multiple funds are piling into the same sector (e.g., uranium in Q1 2025)."

  • Add a red flag:

    "If institutions suddenly dump a stock while analysts stay bullish, dig deeper—it’s a classic sell signal."

4. Financial Media (D)

Strengths:

  • Accurate critique of "baked-in" news.

  • Clever macro-thinking tip (e.g., Ukraine war → defense stocks).

Suggestions:

  • Sharpen the contrarian edge:

    "When CNBC runs ‘Why Tesla Will Dominate Forever’ segments, check if insiders are selling."

  • Link to sentiment indicators:

    "Extreme bullishness on CNN’s Fear & Greed Index often precedes pullbacks."

5. Public Chatter (E)

Strengths:

  • Classic "shoe-shine boy" reference nails the sentiment peak idea.

Suggestions:

  • Modernize the warning:

    "When TikTok ‘investing gurus’ push a stock (e.g., AMC in 2021), retail liquidity is near exhaustion."

  • Add a behavioral twist:

    "Humans are wired to follow crowds—fight this by setting cold, hard price targets before buying."


Structural Tweaks

  1. Add a summary table for quick reference:

CategorySourceActionabilityRisk
APresidents, FedHighLatency lag
BCEOs, BuffettMediumPriced in post-filing
ESocial media hypeLowHerd mentality traps
  1. Move tax/legal disclaimers to the end (e.g., "Always consult an advisor for insider trading rules").

  2. End with a punchy CTA:

    "Now: Scan today’s headlines. Is it A-tier policy news—or just noise? Filter ruthlessly."


Final Rating: 9/10

Why? This is top-tier content—just needs tighter examples and a sharper edge. Few investing pieces break down news hierarchy this clearly.

Suggested title for more clicks:
"How to Spot Useless Financial News (Before It Costs You Money)"

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Gemini Review:

The review effectively categorizes investment-related news into a clear hierarchy, from "A" (most actionable) to "E" (mostly noise). This categorization provides a useful framework for investors to evaluate the information they encounter.

Strengths:

  • Clear Categorization: The five-tier system (A-E) is intuitive and easy to understand, providing a practical mental model for evaluating news.

  • Actionable Tips: Each category includes a "💡 Tip" that offers practical advice on how to approach or utilize that type of news, which is highly beneficial for readers.

  • Relevant Examples: The examples provided for each category are current and illustrate the points well (e.g., Musk's TSLA sales, Buffett's Apple stake reduction, uranium stock accumulation).

  • Emphasis on Caution: The author appropriately warns about the dangers of acting on delayed information and the illegality of insider trading. The inclusion of "use stop-loss orders" is a good practical safety measure.

  • Concise and Engaging Language: The review is written in a straightforward and accessible manner, making it easy for a wide audience to grasp the concepts. The opening statement about "not all financial news is created equal" immediately hooks the reader.

  • Highlighting Behavioral Biases: The "Public Chatter" category cleverly touches upon the concept of market tops coinciding with widespread public interest, hinting at contrarian investing.

Areas for Improvement/Further Consideration:

  • Timeliness of Examples (Inherent Challenge): While the examples are good, by their nature, some will become dated over time (e.g., "In early 2025, Buffett has been accumulating cash"). This is a minor point for a general guide, but something to acknowledge.

  • Nuance in "Buy on the Dip, Sell on the Rebound": While this is a common strategy, adding a brief caveat about the difficulty of timing dips and rebounds, even with volatility, might be helpful for less experienced investors. The current warning "it does not always work" is good, but elaboration could add value.

  • Elaborating on "Insider Information" (Ethical vs. Legal): The text correctly states that "using true insider information is illegal." It could briefly differentiate between legal "insider trading" (disclosed by insiders, e.g., CEO stock sales reported to the SEC) and illegal "insider trading" (undisclosed material information). The examples under "B. Insider Moves" correctly fall into the former category, but clarifying this distinction could be useful.

  • Specific Tools for Tracking (Optional): While "Finviz" is mentioned, perhaps a very brief note about other types of tools (e.g., SEC filings databases like EDGAR for institutional disclosures) could be considered, though the current level of detail is likely sufficient for a general review.

  • The "Politicians" Point: The statement "enforcement, especially among politicians, is often weak. Let’s hope that changes" is a valid societal comment but slightly diverges from pure investment advice. While it highlights a perceived unfairness, it doesn't directly offer a strategy for the reader. This is a stylistic choice and doesn't detract significantly from the core message.

Overall Impression:

The "Quality of Investing News" review is an excellent, practical guide for anyone looking to make more informed investment decisions. It effectively distills a complex topic into easily digestible categories with actionable advice. Its strengths in clarity, relevant examples, and practical tips far outweigh any minor areas for potential refinement. It's a valuable resource for discerning genuine investment signals from market noise.




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