OpenAI’s ‘Vibe Lifing’ Browser Won’t Hurt Google

Published on October 23, 2025

In many respects, one could argue that ChatGPT’s primary function is to help gather user data to train its AI, bringing on a wealth of extra information on browsing habits that it doesn’t have access to now. That makes the product release worth it, even if market share stays minuscule.

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A Second Opinion on the 60/40 Default

October 23, 2025
The de facto “passive” allocation of 60% equities/40% bonds has proven effective at compounding wealth over time by tapping into two key risk premia: the equity risk premium earned by underwriting the risk of an economic growth shock and an inflation risk premium received for bearing the risk of surprise inflation.

Thematics Are Back! Should You Go With the Flow?

October 23, 2025
The best thematic index implementations make use of quantifiable measures such as revenue and market share to identify companies with meaningful exposure to specific themes. With emerging themes that are “pre-revenue” it is often a challenging exercise to identify the most influential players, requiring specialty data sources to make those determinations.