wellnessfitproU.S. insurance stocks have been doing quite well since the beginning of May 2026, and they have materially outperformed the overall market. I’m using the May 1 close through the…
wellnessfitproWe are freshening up some of our videos with updated data so now is a good time to remind everyone that Modern Principles of Economics is best principles of economics…
wellnessfitproData-center investment has become one of the largest capital-expenditure cycles in financial markets, with U.S. hyperscalers expected to deploy roughly $700 billion in 2026. This investment boom has raised concerns…
wellnessfitpro…major publicly traded cybersecurity firms lost roughly $65–80 billion, or about 8–10% of their combined value, in the days following disclosure of the Hugging Face/OpenAI incident; by early September they…
wellnessfitproOne prompt, no cherry-picking: TC: “Now a short poem in the style of the very best Rilke, in German:” Die Hand im Schlaf Nun liegt sie offen. Alles, was sie…
wellnessfitproWall Street banks are pushing large law firms to cut fees, arguing that the business model that has enriched top lawyers for decades is not sustainable in an era of…
wellnessfitpro“The global cyber insurance market was worth nearly $15 billion last year and is expected to reach roughly $28 billion by 2030, Munich Re estimated in its latest report. Aon…
wellnessfitproHow much redistribution will AI require? A common scenario is that AI raises output enormously, but labor’s share of income collapses. GDP per capita goes up but workers get poorer,…
wellnessfitpro1. “Some crazy stats from this new JEL paper: – IV est. average 3–10x OLS (meta analysis) – Sign. results 30x more likely to be published in experimental econ (Andrews…
wellnessfitproHere is the audio, video, and transcript. Here is the episode summary: Michael Moritz has written books through every phase of his life: the first history of Apple and an…
