What happens to commodity scarcity when humanity is no longer confined to Earth? Access to an entire solar system may sound like unlimited resources, but nuclear physics ensured that some elements would always be less abundant than others.

Artificial intelligence is becoming more deeply embedded in everyday life. As its role in culture, society, and financial markets grows, I expect to return to the subject often. I plan to use this space to think through this evolution as it unfolds. This article is the first installment in a series of thought pieces on the subject.

Most investors know taxes reduce returns. But what if that is only half of the story? This post analyzes a simple investment experiment and illustrates a less obvious effect of taxation hiding in the data. It may even change how you think about risk, return, and the role taxes play in a portfolio.

The claim that tech giants are larger than countries has become a popular media narrative, but it rests on a flawed comparison. Market capitalization is a stock measure of value, while GDP is a flow measure of annual production. This article explores why the comparison can be misleading and proposes a more rigorous framework for evaluating the relative economic scale of corporations and nations.

Consumer sentiment has become far more volatile since the COVID shock, even as its connection to market performance has weakened. While investors sentiment remains relatively steady and closely tied to the S&P 500, consumers appear increasingly reactive to economic shocks, inflation, geopolitics, and market optimism—suggesting the two groups may now be experiencing the same economy through very different lenses.

“Buy when there’s blood in the streets”—but how do you know? In this piece we discuss the basic framework of the CNN Fear and Greed Index and highlight some recent notable events.

Market downturns are uncomfortable, but for investors who contribute consistently, volatility can improve long‑term outcomes despite short‑term uncertainty.