COLLAPSING CURRENCIES / MACLEOD FINANCE

Collapsing currencies Consumer prices face a new round of increases. They will be far greater than anyone expects because they will be the c...

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS / JOHN MAULDIN`S WEEKLY NEWSLETTER

Past Performance is Not Indicative of Future Results John Mauldin Two weeks after SIC ended, I am still assimilating everything. Different p...

AI SUPER-APPS ARE REMAKING CHINA`S INTERNET / THE ECONOMIST

Everything engines AI super-apps are remaking China’s internet Welcome to the agentic era To have a coffee delivered to an office in Shangha...

BLAME AI FOR THE STRANGE DEBT OF DIVIDENDS / THE WALL STREET JOURNAL

Blame AI for the Strange Death of Dividends Tech stock bulls have driven up the shares of companies that don’t pay dividends and are prepari...

HUMANS STILL MATTER MORE THAN AI IN FINANCE / THE FINANCIAL TIMES OP EDITORIAL

Humans still matter more than AI in finance Recruiting digital natives with critical thinking skills is going to be crucial Gillian Tett © E...

FISCAL DISCIPLINE REQUIRES MORE THAN RULES / PROJECT SYNDICATE

Fiscal Discipline Requires More than Rules While there is no easy fix for rising government debt levels, research and experience have shown ...

THE WARSH FED / CREDIT BUBBLE BULLETIN

The Warsh Fed Doug Nolan  Crude (WTI July contract) prices traded above $104 in early Wednesday trading.  Ten-year Treasury yields were at 4...