1) Can AI drive durable rise in productivity? 2) Will robotics allow AI to move into the physical world? 3) How is tech moving to the center of a multipolar world? 4) How will US manage higher energy demand? 5) How do demographic shifts drive market outcomes?

If the “scary” chart of the past couple of weeks has been Oracle CDS, it was Japanese bond yields by the end of this week.

The midterm election year is without question the worst year in the four-year election cycle...

Sturdy global growth coupled with non-recessionary Fed cuts should be positive for global equities, but tensions with 'hot valuations' may increase volatility...

Musk responded to news of the ruling on X, writing, “Thank you for your unwavering support.”

...the latest employment, retail sales, and inflation trends (suggesting weakening demand and shaky consumer strength)... weaken the case for the Fed’s hopes of a soft landing and suggest an increase in market fragility.

"Anyone wondering about the S.F. wide power outage I am watching where it happened from my window."

There are still plenty of believers in the Santa Rally...

"It's like a giant billboard going down the rails."

The EU’s bureaucratic elite around Ursula von der Leyen failed—paralyzed by its own dysfunction and ultimately by a lack of real power.

...driven by two big forces: companies diversifying supply chains amid geopolitical tension, and a post–late 2022 surge in compute demand from generative AI that’s reshaping where Asian capacity gets built...

Netflix knows it...

The U.S. economy enters 2026 with resilient growth, broadening profit drivers, and a policy mix that remains supportive of risk assets...

...ignored the structural weight of the “3-Ds” (Debt, Deficits, and Demographics) on economic growth, which drives inflation.

... will let others "take the lead in carrying forward the next chapters of Baltimore Peninsula's development."

Oil tankers carrying Russian oil appear to be avoiding the fastest Black Sea route to the Turkish straits and travel along the Georgian and Turkish coasts to avoid drone attacks from Ukraine.

... the buffer for the market to absorb bad news is thin, and thus the probability of meaningful dips is higher than normal...

The EU won’t use frozen Russian assets as collateral, but rather borrow money on the capital markets against the headroom in the EU budget.