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.
The other night as we were discussing my day, my wife had the audacity to say that AI is making me much less productive, more stressed, and is affecting my health. In her opinion, Chip and Scout, my AI interns (yes I named them – helps me to keep track of
Originally posted September 1, 2026 / Last updated October 27, 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
When we started Monday Morning Musings during COVID, the idea was simple: a quick rundown of everything on my mind during a busy time, usually a sentence or two and a chart. I was away from the office at a conference last week, so I am also playing catch-up
I often say, "the market moves in cycles". That is certainly true of the news that drives the markets. When I wrote the newsletter at the end of September, I wrote a rough outline of the themes I wanted to cover each week of October in the blog. That draft
