Section
Technology
498 posts
The Second Space Age: Capital, Competition, and the Orbital Frontier
The Goldman Sachs Global Institute has published what amounts to a landmark orientation document for anyone thinking seriously…
The Two-Economy Market
The New Frontier Investment Committee's second-quarter 2026 outlook, "A Market Ahead of Its Economy1,” draws a sharp and…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Balance of Flows Is Shifting: Why August's Buyer List Is Growing
Citadel Securities' Scott Rubner maps ten converging forces that are quietly shifting August's flow asymmetry in favour of equity buyers.
The Coming AI Crash? Why the Plutonomy Is Running Out of Road
A new working paper from the Levy Economics Institute, "Plutonomy — the AI Edition — and the Coming…
A CIO's Framework for Tuning Out the Noise
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, breaks down the five-lens process driving portfolio decisions…
Korea: Where Industrial Might Meets Financial Ambition
In a new research note published August 10, 2026, Deutsche Bank strategists Perry Kojodjojo and Chen Kan lay…
The Real Constraint Is Power
When the GPU conversation ends, the electricity conversation begins.
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
The Anti-Robin Hood
by Craig Basinger, Chief Market Strategist, Purpose Investments Robin Hood and his band of merry men became famous…
Two Timely Ways to Diversify Beyond Mega-Cap Tech Right Now
The concentration risk embedded in most equity portfolios today is no longer a theoretical concern. Recent weeks have…
The Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't
Listen on The Move Markets can recover from a downturn. Your retirement cannot recover from cyber fraud.…
Is the angst over AI spending and Fed inaction warranted?
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Concerns continue…
Energy Beyond the Crisis: Seven Themes to Watch
by Jeff Scott Wyll, Senior Research Analyst & Ronald B. Silvestri, Senior Research Analyst, Neuberger Energy security, restocking…
The Upsidedown: Whitney Baker's Case That the AI Bubble Is Already Collapsing Under Its Own Weight
A liquidity contraction is underway. The financial engineering holding the AI buildout together is beginning to fray. And…
Time Billionaires: Why the Young Want More Risk, and Why AI Is Only Part of the Story
Deutsche Bank Research Institute has a term for anyone with more than a billion seconds of life left…