I am not a political scientist and lack the understanding to contemplate the implications of the second Trump presidency. I do worry about a number of things. Trump seems less antagonistic to China or Russia than to Canada, Greenland and Mexico. What unites these three countries is proximity to America. It’s not a stretch to

Artificial Intelligence A trading algorithm develops to an unprecedented level of intelligence. The quant fund decides to deploy it generally outside the field of finance. To enhance its efficacy, the algorithm is trained on human interactions, notably, emotions. The algorithm is christened Isla by its two founders. Isla rewrites its operating system for universal generality.

You can’t clean your car to make it rain but here goes… Both growth and inflation will be higher. Fiscal and monetary policy are likely to stoke growth and inflation. In the short term a slowdown or recession is more likely. Inflation is not going away. Demographics, the interplay of fiscal and monetary policy, trade

Efficiency X Robustness Focus X Diversification Autocracy V Democracy