A New Dawn for Non-US Stocks? Rethinking Global Equity Allocations

Published on January 28, 2026

The US is coming off a period of remarkable equity-market dominance. Over 11 of the past 15 years, US equities outpaced their non-US peers—sometimes by sizeable margins. But last year, the pattern reversed dramatically.

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The AI Memory Crunch Is Coming for Your Wallet:

January 28, 2026
One frustrating characteristic of the AI boom seems to be that everyone must pay for it, regardless of any interest in using it. For some, it will be through rising utility bills as data centers strain the grid.

Are Bubbles Brewing?

January 28, 2026
Classical economics suggests that information is readily available, and is assimilated quickly and accurately. Reality is not that neat: the discipline of behavioral economics has consistently demonstrated that human beings are prone to a series of biases and miscalculations.