AI Meets ESG
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.
Soundings
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The Battle for Search Supremacy
July 2026
LLMs are the new search engines. A look at first-mover advantage, moats, and who might not survive the fight.
Growth
June 2026
Growth stocks are wobbling after years of AI-fueled outperformance. Three charts from Apollo show rising tech volatility, a valuation premium for non-earners, and how narrow this year's rally really is.
MANGOS
June 2026
Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX: markets coin a new acronym for AI's dominant players — and wonder if it can last.
Decoupling
June 2026
Markets keep climbing despite war, inflation, and debt. Why the headlines and the tape have stopped moving together.
Canaries
April 2026
A sneaker company rebrands as an AI infrastructure play and its stock soars 600%. What that says about this market.
Integrity
April 2026
Why a credible, well-regulated market is worth more than investors often realize — until it's gone.
Watching the Lights Turn Red
March 2026
Conflict in the Middle East pushes oil and gas higher — a region-by-region look at who's exposed.
Watching the Lights Turn Green
March 2026
Markets shrug off a shocking escalation in the Middle East, closing higher within hours.
What happens after a national mid-life crisis?
September 2025
If the U.S. matures like Europe or Japan, here's what a 50-year portfolio might hold.