Markets Absorb the Noise, Stay Constructive

Published on May 28, 2025

Friday’s market tremor was ignited not by economic data, which brought limited new releases, but by revived political uncertainty—specifically, President Trump’s abrupt reinvigorated tariff threats.

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4 Reasons AI Training Should Come Before the Tech Itself

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Debt Downgrade Drama and the Budget

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Moody’s finally downgraded US government debt on May 16th to Aa1, its second highest rating. With the US $36 trillion (and rising) in debt, it’s not hard to see why. But Moody’s was late to the party with S&P and Fitch (the other two major ratings agencies) having done so long ago.