Sunday, February 15, 2026

Gen Z - A New Generation of Equity Investors

Gen Z, Locked Out of Home Buying, Puts Its Money in the Market
https://www.wsj.com/personal-finance/gen-z-investments-home-ownership-ec0bbe98
The share of young people transferring funds to investment accounts has climbed steeply over a decade. 

Human Intuition Still Matters

Why Human Intuition Is Still Science’s Greatest Tool in the Age Of AI
https://www.noemamag.com/why-human-intuition-is-still-sciences-greatest-tool-in-the-age-of-ai/
Our sense for aesthetics, meaning and embodiment give us a vital advantage over our technological creations. 

EM versus G-7 Currencies

Carry Trade, Commodities Make EM Currencies More Stable Than G-7
https://finance.yahoo.com/news/carry-trade-commodities-em-currencies-133000108.html/ 

Friday, February 13, 2026

Equity Markets - Interesting Items

Crises Everywhere, but the Markets Don’t Seem to Mind
https://www.nytimes.com/2026/02/13/business/markets-crisis-trump.html
Stocks have prospered while the world has plunged into disorder, an economist says. “Keep calm and carry on” may be the best investors can do.  

The Big Scary Myth Stalking the Stock Market
https://www.wsj.com/finance/investing/the-big-scary-myth-stalking-the-stock-market-29aedf50
Having 33% of your portfolio in seven companies is less risky than it sounds. 

Crypto is Down

The Coming Crypto Apocalypse
https://www.fa-mag.com/news/the-coming-crypto-apocalypse-85833.html
The future of money and payments will feature gradual evolution, not the revolution that crypto-grifters promised. Bitcoin and other cryptocurrencies’ latest plunge further underscores the highly volatile nature of this pseudo-asset class; one only hopes that policymakers will wake up to the risks before it’s too late. 

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