Newsclips
Anthropic’s IPO Filing
October 27, 2026
Commentary & analysis of selected stories on October 27, 2026
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Risks in 2027
October 26, 2026
Join us Thursday, October 29, 2027 for our next conference call.
Focused Research
Is AI About to Mutate Finance?
October 26, 2026
AI is expanding the centuries-old model of labor and capital into labor, capital, and intelligence. To achieve this, it requires an unprecedented infrastructure buildout that is breaking legacy corporate credit.
Newsclips
The Fed Meets Wednesday
October 26, 2026
Commentary & analysis of selected stories on October 26, 2026
Newsclips
Rates & Oil
October 23, 2026
Commentary & analysis of selected stories on October 23, 2026
Newsclips
French Spreads Continue to Widen
October 22, 2026
Commentary & analysis of selected stories on October 22, 2026
Newsclips
The French Situation
October 21, 2026
Commentary & analysis of selected stories on October 21, 2026
Focused Research
Bubbly Signals With No Euphoria Yet
October 20, 2026
Valuations require a substantial future payoff and concentration makes that payoff matter, especially in an era where passive investing dominates. Neither are an exit signal.
Newsclips
Nobody Likes This Bull Market
October 20, 2026
Commentary & analysis of selected stories on October 20, 2026
Focused Research
Is the Agentic Bank Run Here?
October 19, 2026
Banks earn a fortune on laziness. $4 trillion sits in accounts paying zero because nobody bothers to move it. AI agents like Muse could find the better rate and move the money. Is the agentic bank run here?
Newsclips
Bubble Talk
October 19, 2026
Commentary & analysis of selected stories on October 19, 2026
Newsclips
Out of the Forward Guidance Business
October 16, 2026
Commentary & analysis of selected stories on October 16, 2026