A Different Kind of Bank Run?

Published on October 3, 2026

This week gave us another glimpse of our AI-powered future. AI personal agents are becoming a thing you need to understand, if not use.

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Why Waiting for Certainty Could Be Costly

October 3, 2026
Emerging markets have significantly evolved in recent years and offer a more compelling risk/reward setup than in the past. From deeper local markets to world-leading companies, Emerging markets presents a stronger opportunity than geopolitical volatility suggests.

Economic Desiderata

October 3, 2026
Each week I read hundreds of “desiderata” about finance and economics and the world, perhaps interesting in their own right, but when taken together offer a far more complete picture than focusing on one point. Today, we’re going to look at a lot of various data points and analysis, that when taken together give us a much clearer picture of the total world.