The AI Boom: Bubble or Bonanza?

Published on October 27, 2025

Technology stocks have continued to benefit from enthusiasm over the transformative potential of artificial intelligence (AI). Yet many investors are concerned that share prices and valuations may reflect overly exuberant earnings expectations.

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Q3 2025 Investment and Market Update

October 27, 2025
As we move into the final quarter of 2025, I’m cautiously optimistic. The extreme policy uncertainty that plagued the first half has diminished significantly. The Fed is cutting rates but not in panic mode. Corporate earnings remain healthy.

Debt Cycles, Eastern Style

October 27, 2025
It’s not just the US, China, and Japan that have debt issues. It’s a large portion of the developing countries, and especially Europe. Look at this chart from The Economist. The developed world now has as much debt in terms of GDP as it did during the Napoleonic Wars.