2026.07.24
Decomposing the Value of Artificial Intelligence – What It Takes to Justify the Amount of Capex in AI
► The Real Ceiling on AI Deployment Is Social, Not Technical
► AI is an unstoppable technology trend that operates independently of capital market cycles
► Alpha Does Not Disappear –It Relocates From the Model Itself to the Human Who Orchestrates It
2026.07.21
Finding the Sweet Spot in Fixed Income
Fed Chair Warsh’s debut testimony in Congress under scored a “zero tolerance” stance on high inflation and reaffirmed central bank independence, reinforcing a hawkish tone...