Q2 2026: The Economics of Good Enough
The S&P 500 rebounded roughly 15% in Q2 — its best quarter in six years — on renewed AI enthusiasm, even as the evidence mounts that competition is dismantling the pricing power that enthusiasm…
Cornell Capital Group LLC
Research and investment insights from Cornell Capital Group. We publish quarterly investor memos, insights, academic publications, and our Reflections on Investing video series. Valuation-driven thinking for long-term investors.
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Latest episodes
The Economics of Good Enough: Competition, Tokenomics, and the AI Value Chain
Shaun Cornell
Reflections on Investing #69: What Does Risk Feel Like?
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Q1 2026 Memo: Uncompensated Risk
The S&P 500 fell 3.9% in Q1, dragged lower by a 10.3% decline in the Magnificent Seven. With the equity risk premium near historic lows, investors are accepting equity volatility for very little compensation above risk-free rates.
The AI Prisoner's Dilemma: Why Mega Cap Tech Spending May Enrich Everyone but Their Own Shareholders
Shaun Cornell