Aftermath of the Blue Tsunami

Published on November 11, 2026

Last week’s election was one of the harshest repudiations of any president’s party since at least World War II. As of today, it looks like the Democrats will end up with 56 seats in the U.S. Senate and about 260 in the House, a gain of nine and about forty-five, respectively.

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What a Slower AI Buildout May Mean for Markets

November 11, 2026
One of the bigger takeaways from the 2026 midterm elections was that people don’t like data centers. And it’s not hard to understand why. They consume enormous amounts of electricity and water. They can create persistent noise for nearby communities.

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).