Round-ups A round-up of recent academic research including ‘The Importance of Considering Regimes in Long-term Asset Allocation to Real Estate.’ (alphainacademia.substack.com) A round-up of recent research including ‘The Death of...

The world’s top AI Data Center industry execs just wrapped up the Pacific Telecommumications Council PTC 2026 confab in Hawaii. It’s doubtful any of them had a chance to sway in a hammock at all last week. It was the Annual AI Data Center Conference...

Commodities Commodities are off to a strong start this year. (capitalspectator.com) Gold topped $5000 per ounce for the first time ever. (sherwood.news) Central banks keep snapping up gold. (mrzepczynski.blogspot.com) Crypto Bitmine ($BMNR) is buying...

Also debanking, Hycroft Mining, and Magic: The Gathering.

Podcasts Michael Kitces talks with George Kinder about AI and the adviser-client relationship. (kitces.com) Michael Sidgmore talks with Sara Naison-Tarajano Partner at Goldman Sachs ($GS) about growing intersection between private markets and private...

Last week I discussed how Apple has a “New Bounce for Apple Design in AI Age” this AI Tech Wave. Around new senior management responsibilities under manufacturing chief John Ternus, and renewed AI direction under software chief Craig Federighi, the company...

The Weekend RipHappy Weekend! Major stock indices finished mixed in a volatile, short week as investors grappled with a “Greenland-induced” trade war scare and a significant plunge in Intel shares. While markets initially tumbled after...

Here’s a preview of what we’ll cover this week:  Macro: Accelerating Growth and Labor Resilience; The Reality Behind Slowing Wage Growth; Shifting Away From The US; DAVOS: REALPOLITIK IS BACK Markets: Software Is The New Restaurants; The Gains Were Due...

Markets Is a meme stock moment ever possible again? (barrons.com) The boost in corporate margins is all coming from tech. (apolloacademy.com) Beware interest in brokerage stocks. (acadian-asset.com) Strategy Everywhere you look you see signs of...

Also on the site Is enshittification the driver of higher corporate profit margins? (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) The U.S. has become a riskier place to do...