The AI Memory Crunch Is Coming for Your Wallet

Published on 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.

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Productivity Takes the Baton Amid a Declining Labor Force

January 28, 2026
Theoretically, the two foundational drivers of long‑run economic growth are population growth, which expands the labor force, and productivity, which determines how efficiently that labor can transform inputs into outputs.

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

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.