
Debt Fueled AI Boom: Showing Signs of Stress
Increasing Debt Issuance And Rapidly Rising Rates: A Dangerous Combination
Equity Investing: What's Hot & What's Not
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Increasing Debt Issuance And Rapidly Rising Rates: A Dangerous Combination

The AI Revolution Is Distorting Market Data. Take Care Not To Model The Wrong Numbers

When It's Raining Gold, Put Out A Bucket!

Americans Don't Want Data Centers In Their Backyard. Investors Don't Want Them On Their Balance Sheet. But Here We Are, Data Centers Appearing Everywhere!

The Ultimate High-Convexity Equity Stub: When a highly leveraged turnaround pays down debt, the mathematical reality for shareholders can be explosive.

Is this the beginning of Consolidation in the Payments Sector?

Record-high equities, rising bond yields, geopolitical conflict and falling gold demand aren't supposed to coexist. Markets are pricing two completely different futures. The resolution may be violent.

Testing Strength Through Strategic Attack; Uncovering Weaknesses

Don’t Get Trapped in a Taxation Spider’s Web

How Goodhart’s and Campbell’s Laws Explain Executive Pay Failures