Notes on the Economy – Q2 2026 Summary
The fate of the global economy depends on reopening of the Strait of Hormuz.
How Strong Diligence Builds Better Portfolios
Why the smart investors obsess over diligence, not predictions.
Finding Nuggets Amid the AI Gold Rush
Beyond the AI hype: Here’s where to look for the next big thing.
AI’s $650 Billion Question: Where’s the Return?
The $650 billion AI bet: boom, bubble or breakthrough?
Volatility Isn’t Always a Reason To Rethink Your Portfolio
Stay the course: The smarter way to navigate today’s noisy markets.
Opportunity Favors the Bold
Here’s where courageous investors are finding opportunities amid global turmoil.
Inflation’s Back. Jobs Aren’t. The Fed’s Task Just Got Harder
Here’s why the Federal Reserve’s next move just got risker.
Oil Prices Depend on This One Thing
Hormuz, we have a problem: one strait, global pain at the pump.
AI: From Buzzword to Portfolio Tool
AI is quietly reshaping markets: Why investors who look beyond the hype might find long-term opportunity across global portfolios.
Could One of the AI Giants Reignite the IPO Fires in 2026?
Rumored IPOs from OpenAI, Anthropic and SpaceX could spark frenzy and open doors to innovation.