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October 2026
In August, we laid out the pressures weighing on the dollar: inflation running above target, skepticism about policy, widening deficits, and a record pace of Treasury issuance. None of that has gone away. And yet the greenback is up this year. The reason may have less to do with American strength than with how the rest of the developed world looks by comparison.
October 2026
Hyperscalers are borrowing like never before, towns are saying no, and Anthropic's prospectus shows $518b in commitments with a short leash as the AI build-out is running into the limits of the physical world.
July 2026
Corporate governance in the AI era: MSCI's CCC rating on SpaceX's IPO raises questions about voting power, oversight, and shareholder rights.
July 2026
LLMs are the new search engines. A look at first-mover advantage, moats, and who might not survive the fight.
June 2026
Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX: markets coin a new acronym for AI's dominant players — and wonder if it can last.
May 2026
The Pope weighs in on AI governance the same week quantum computing threatens crypto's foundations.
April 2026
A sneaker company rebrands as an AI infrastructure play and its stock soars 600%. What that says about this market.
February 2026
Jamie Dimon's "cockroach" comment reignites debate over hidden risk in private credit.
January 2026
Skipping the annual list of risks for something rarer: real reasons for optimism heading into the new year.
December 2025
John von Neumann's staggering legacy — and an unsettling parallel to today's AI race.
November 2025
What does an AI query actually cost in water and electricity? The honest answer: it's hard to say.