Once again it was a whirlwind of a week for the markets. We had an election, the Dow's best day since April 2025 (even though I personally don't follow or quote the Dow, it did make mainstream headlines), followed the next day by the S&P 500'
So, the election is over. What now? Well, there’s a lot to uncover about the election and we can take a lot of points from the results. I think the cool thing about elections, and markets, and other stuff, is you can speculate about them, but
Originally posted September 1, 2026 / Last updated November 6, 2026
The money behind the AI buildout keeps changing shape, and this post is my attempt to hold it still long enough to explain it (while providing updates to the landscape as they occur). The post started with a walk through
Once again, I was on the road speaking at conferences, which seems to be when the most exciting things happen with the market! I had another keynote at an FPA annual symposium, again presenting our "AI: Boom, Bubble, or Both" presentation. To say it was timely would be an understatement.
Welcome to the last days of this election cycle. Even if it doesn’t go the way you hope it goes, I always feel a sense of relief when it’s all over. The way that elections are run these days with the constant money being spent on
