Rising Treasury Yields Challenge AI’s Narrow Market Leadership

Published on May 19, 2026

A frequently asked question in recent weeks is whether the market is simply ignoring the risks stemming from the current geopolitical conflict, especially given the spike in oil prices that has pushed inflation pressures higher.

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The Best Asset Allocation Strategy for Safety, Income and Total Return

May 19, 2026
In this thought provoking presentation, Chuck Carnevale, co founder of FAST Graphs and widely known as “Mr. Valuation,” challenges one of Wall Street’s most accepted investing principles, the traditional 60/40 portfolio split between stocks and bonds. Drawing from decades of investment experience, Chuck explains why he believes blindly allocating large portions of retirement assets to fixed income

The Game Theory Behind Taiwan

May 19, 2026
I’ve long been a student of game theory, the branch of mathematics that studies how rational actors make decisions when their outcomes depend on what everyone else does. It’s a helpful framework for understanding markets and geopolitics, and right now, there’s no better place to apply it than Taiwan.