AI Wobbles. Treasuries Step Up.

Published on October 27, 2026

Rick Polsinello, Christian Galipeau Discuss high-conviction insights that go beyond media headlines.

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No Safe Harbor

October 27, 2026
The Middle Eastern waters might be calm enough to allow for energy shipments to recover toward pre-war levels, but Asia-Pacific (APAC) economies are not yet in calm waters. Tight petroleum product supplies and higher shipping costs leave the region vulnerable to further shocks.

Griffin May Be Right About AI. The Timing Could Be Very Wrong.

October 27, 2026
Ken Griffin told a room full of investors recently that we are “almost certainly” in an AI bubble. He may well be correct in that assessment, and there are plenty of media narratives that support that view.