- “Markets Are Getting AI Right” (published 2 days ago)
- Explores why investors are becoming more selective about AI companies and how AI is changing market valuations.
- A thoughtful analysis of the next phase of AI investing rather than AI hype. (Financial Times)
- “Humbling Times for Markets” (published yesterday)
- Examines the risks of leverage, speculative investing, and recent tech-stock volatility.
- Highlights lessons for long-term investors about risk management. (Financial Times)
- “How to Ride the Commodities Supercycle”
- Discusses whether commodities such as oil, metals, and agricultural products deserve a place in a diversified portfolio, and the risks involved. (Financial Times)
- “Emerging Markets Make Roaring Start to 2026 as Dollar Slides”
- Analyzes why emerging-market stocks, bonds, and currencies have strengthened and what that means for global investors. (Financial Times)
- “The Making of a Permabear — Jeremy Grantham’s Guide to Booms, Busts and Popping Market Bubbles”
- A review of Jeremy Grantham’s investing philosophy, focusing on bubbles, valuation, and long-term market cycles. (Financial Times)
These articles are well suited if you’re interested in portfolio construction, macroeconomics, market cycles, and long-term investing rather than day trading.