Blog: Is Emerging Market Risk Different From the Others?

EM may be a better reflection of AI Bubble risks.

Blog: Bubbles and Propaganda

Deception is involved in both cases.

Blog: The Age of Ambiguity

So much information. So little meaning.

Blog: The Law of Unintended Consequences, Complexity and Markets

Overconfidence in a complex environment can lead decision makers and investors astray.

Blog: El Nino and Commodities 2026

El Nino is a positive for consumers but a negative for markets on average. This time around geopolitical factors may dominate the climate.

Blog: Which Type of Inflation Are We Facing?

Rate hikes may not curb today's inflation.

Blog: Will Mega-IPOs Create AI Warp Speed or a Black Hole?

Concentration risk plagues the S&P 500.

Blog: Is No News, Good News?

Apparent lack of developments are just part of the fog of investing.

Blog: The AI Trade Ignores Macro Risk

AI speculators ignore macro risk at their peril.