Examining AI-fueled Volatility

Published on March 3, 2026

AI-related disruption has moved to the forefront of market conversations in recent weeks, driving shifts beneath the surface. While the S&P 500 remains near all-time highs, leadership has rotated across sectors as concerns about AI’s impact on future demand and long-term valuations have spread.

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The Great Reset

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History may rhyme, but it doesn’t repeat. War is uncertain, and while the US and Israel are dominating, investors would be foolish to assume they know every twist and turn to come. Even here at home, where threats exist.

Buffettology Without Buffett in Abel’s First Shareholder Letter

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Greg Abel has passed his first test since taking over from Warren Buffett as Berkshire Hathaway Inc.’s new chief executive officer. In his introductory shareholder letter, he emphasizes that Berkshire’s culture runs far deeper than a single man. Yet, almost in the same breath, he tells us not to worry — after all, Buffett is still lurking around the office.