I Was Amused by Muse. Wealth Managers Shouldn’t Be

Published on November 12, 2026

Meta Muse may never become a tool for financial advisors, but it could still affect their businesses.

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Positioning for the AI Board Game

November 12, 2026
AI remains the biggest investment theme in technology, but the gains have not been evenly shared. So far, the most obvious winners have been the companies supplying the hardware needed to build out capacity: processors, high-bandwidth memory, networking equipment, advanced packaging, power systems, and cooling.

Either Sadness or Euphoria: What the Midterms Mean for Investors

November 12, 2026
Midterm results are historically a poor guide for predicting the outcome of the next presidential race. On paper, the economy should favor the party in the White House, with low unemployment, growing incomes and a much smaller cumulative rise in prices than in the previous administration.