Thursday, March 26, 2026

The Fibonacci Sequence and the Stock Market

An 800-Year-Old Math Principle May Help Find Bottom to S&P 500’s Rout
https://finance.yahoo.com/markets/stocks/articles/800-old-math-principle-may-112618053.html 

The Global Cost of Israeli-American Military Adventures

Energy-Price Shock Hits a World Already Buried in Debt
https://www.wsj.com/economy/global/energy-price-shock-hits-a-world-already-buried-in-debt-9e93e0f0
World governments had more than $100 trillion in public debt when the Iran war began—limiting their ability to cushion the effects of energy-price shocks.

Asia Is Getting Crushed Between Oil Prices and the Dollar
https://www.nytimes.com/2026/03/25/business/iran-war-dollar-rupee-won.html
From India to Southeast Asia to South Korea, currencies are crumbling as governments race to secure fuel that is priced in American money. 

Iran oil shock sets US Treasury seismograph twitching
https://www.reuters.com/markets/us/iran-oil-shock-sets-us-treasury-seismograph-twitching-2026-03-26/
The Iran oil shock has upended rate forecasts and roiled U.S. Treasury markets - driving volatility to its highest in nearly a year and forcing selling that is taking a serious toll on liquidity. The 
​risk is that the tremors spread further.

The everything shock
https://www.newstatesman.com/international-politics/economy-international-politics/2026/03/the-everything-shock-iran-war-oil
From the price of food to the AI industry, the Iran war will transform the world as we know it.

Wednesday, March 25, 2026

AI and Consciousness

Is AI Conscious? It Depends What Consciousness Is
https://www.wsj.com/opinion/is-ai-conscious-it-depends-what-consciousness-is-4f8dd121
Philosophy and theology are now joined by machine intelligence in shining a light on what is human. 

AI and the Software Stocks Selloff

1 Theory on Why the Software Stock Sell-Off Could Get Even Worse
https://finance.yahoo.com/markets/stocks/articles/1-theory-why-software-stock-132300999.html
 
Why The Hype Around AI Risk in Software Lending Misses the Point
https://www.fa-mag.com/news/why-the-hype-around-ai-risk-in-software-lending-misses-the-point-86375.html 

Key Stocks Under Pressure:
Salesforce, Inc. (CRM)
ServiceNow, Inc. (NOW)
Microsoft Corporation (MSFT)
Workday, Inc. (WDAY)

Risky Investment Bets

US Institutional Decay and Global Finance

US Institutional Decay Is Threatening Global Finance
https://www.project-syndicate.org/commentary/trump-attacks-on-fed-sec-ftc-independence-threaten-global-financial-system-by-jayant-sinha-2026-03
Even through tumultuous political cycles, the Federal Reserve, the Securities and Exchange Commission, and the Federal Trade Commission have been able to signal that US markets operate under clear, impersonal, reliably enforced rules. But this is no longer true, and the implications for the rest of the world are dire. 

Private Credit Woes

New Limits on Investors and a Debt Downgrade Add to Private Credit Woes
https://www.nytimes.com/2026/03/24/business/moodys-private-credit-downgrade.html
Investors are concerned about the health of the industry, which ballooned over the past decade.
 
New Bank Regulations Could Favor Loans to Private Credit
https://www.wsj.com/finance/regulation/new-bank-regulations-could-favor-loans-to-private-credit-674e1106
Proposed changes to bank capital requirements risk adding to incentives to lend to other lenders.