From Russian Feud to Trillion-Dollar Algorithms: How Markov Chains Shape Modern Finance
Introduction The mathematics that underpins today’s search engines, nuclear engineering and even large-language models began with a bitter…
Passive Flows, AI Excess and the Case for Bonds: Michael Green on the Next Market Phase
Michael Green, chief strategist at Simplify Asset Management, argues that the US equity market is in a late-1999-style bubble driven by relentless…
Liz Ann Sonders: Tariffs, Debt, and the Fed – Key Takeaways for Australian Investors
Executive summary of Schwab’s chief investment strategist on policy instability, retail-driven rallies, and why the Fed staying on hold is bullish….