December Rate Hike - Inevitable?

Investors boost odds of half-point Fed hike as core CPI rise meets Waller's bar
https://www.reuters.com/business/finance/investors-boost-odds-half-point-fed-hike-core-cpi-rise-meets-wallers-bar-2026-11-10/
Odds the US Federal Reserve ​may raise interest rates half a percentage point at its December meeting jumped on Tuesday after new ‌data showed prices rising faster than expected and clearing the bar set by one key policymaker for considering a quicker pace of rate hikes. 

Scientific Talent Pipeline

Young Talent Fueled American Scientific Dominance. Now It’s Disappearing.
https://www.nytimes.com/interactive/2026/11/09/science/trump-funding-cuts-young-scientists-phd-research.html
Under President Trump, new Ph.D. enrollments are down, funding is on the decline and many budding researchers are reconsidering their careers. 

Entrepreneurship in the Age of AI

20-Somethings Are Ditching Entry-Level Jobs to Become Their Own Bosses
https://www.wsj.com/lifestyle/careers/20-somethings-are-ditching-entry-level-jobs-to-become-their-own-bosses-168d1f48
AI is shaking up the job market for younger workers—and making it easier for them to become entrepreneurs. 

How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company
https://www.nytimes.com/2026/04/02/technology/ai-billion-dollar-company-medvi.html
Who needs more than two employees when artificial intelligence can do so many corporate tasks? It’s super-efficient — and a little bit lonely. 

'Key Man' Risk

How an Affair Spiraled into a National Security Nightmare
https://www.wsj.com/tech/ai/how-jensen-huangs-affair-spiraled-into-a-national-security-nightmare-d9b43304
The CEO, who has acknowledged an affair with a woman accused of spying for China, has lobbied President Trump on loosening export controls.
 
Nvidia’s Board Has a History of Letting Its C.E.O. Get His Way
https://www.nytimes.com/2026/11/10/technology/jensen-huang-nvidia-board.html
Governance experts question whether the board, which is investigating Jensen Huang’s conduct, has been too deferential as he has turned the company into a global giant.

C.E.O.’s Grip on Nvidia Poses a Challenge to Its Board’s Investigation of His Affair
https://www.nytimes.com/2026/11/09/technology/jensen-huang-affair-nvidia.html
If the board decides to punish Jensen Huang, who admitted to a relationship with a woman suspected of being a Chinese spy, there is no obvious successor. 
 
Related:
https://www.nytimes.com/2026/11/09/business/jensen-huang-china-spying.html 

The Case for a Well-Rounded College Education

The Time Is Right for a ‘Great Books’ Revival by Joshua Bennett
https://www.theatlantic.com/books/2026/11/age-ai-is-the-time-for-a-great-books-revival/689242/
To build a better world in the age of AI, students need grounding in indispensable ideas. 

Early Signs of Stress in Credit Markets

The AI ‘credit card’ is getting costlier as CoreWeave bond yield tops 16%
https://www.cnbc.com/2026/11/06/coreweave-bond-yield-tops-16percent-as-ai-credit-stress-rises.html 

Equity Market Volatility

Stock market casino: the rising stakes of ‘gamified’ investing
https://www.ft.com/content/47831fae-3ecd-4fc0-9921-fd1933d75cd4
As investment sites and prediction markets merge, investors are more vulnerable than ever.
 
Don’t Trust the Market’s Knee-Jerk Reaction to the Midterms
https://www.wsj.com/finance/stocks/dont-trust-the-markets-knee-jerk-reaction-to-the-midterms-8702b17c
There are usually good reasons for politically driven trades. Yet they often prove catastrophic once the postelection hype settles down. 

US stocks always rise after midterms. Is this time different?
https://www.reuters.com/commentary/reuters-open-interest/us-stocks-always-rise-after-midterms-is-this-time-different-2026-11-07/