The Free Money Bubble

Published on November 11, 2026

The greatest investment risk at the moment is the inclination to confuse the length of time a bubble has persisted with proof that a bubble does not exist.

Continue reading on website
Other news

Where to Seek Diversification From the AI Investment Theme

November 11, 2026
The U.S. midterm election results could slow the AI buildout and near-term issuance but are unlikely to materially reduce its ultimate scale or financing needs. The pace of supply may slow, but concentration risk is unlikely to dissipate, reinforcing the case for diversification into high quality securitized products and emerging markets (EM).

Inside the Billions Pouring Into Dividend ETFs

November 11, 2026
Dividend ETFs have long been an investor favorite for their unique defensive flavor and total-return profile in the face of sticky inflation, rising interest rates, and volatile markets. While bonds may struggle with price erosion in rising rate cycles, and growth equities may face valuation compression, dividend stocks can offer resilience through cash flow and lower equity duration.