Wednesday, May 27, 2026

A Stunning Rally in Memory Chip Stocks

The Stunning Rally in Memory Chip Stocks:
Reuters: SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boom
https://www.reuters.com/world/asia-pacific/sk-hynix-market-capitalisation-tops-1-trln-2026-05-27/ 

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Agricultural Productivity in LAC

Latin America’s Agricultural Boom Is Faltering
https://www.project-syndicate.org/commentary/productivity-crisis-threatening-latin-american-agriculture-by-ana-maria-ibanez-et-al-2026-05
The productivity growth that transformed agriculture across Latin America and the Caribbean has slowed sharply in recent years, with farmers increasingly relying on costly inputs rather than efficiency gains. Without sustained public investment, the region risks losing competitiveness and reversing decades of hard-won progress. 

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Hong Kong - Top Offshore Wealth Hub

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Dealing with External Shocks - The Case of India

India’s External Shock Is an Economic Opportunity
https://www.project-syndicate.org/commentary/india-response-to-iran-energy-shock-by-gaurav-dalmia-1-and-chetan-aggarwal-2026-05
Despite strong fundamentals, India’s economy has major vulnerabilities stemming from its external account. With energy flows contested, shipping routes under threat, and capital markets increasingly shaped by geopolitics, the country must leverage its relative strength to weather current shocks and build long-term resilience. 

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Tuesday, May 26, 2026

Teaching in the Age of AI

The Despair of the Professor in the Age of A.I. by Jay Caspian Kang
https://www.newyorker.com/news/fault-lines/the-despair-of-the-professor-in-the-age-of-ai
“Was it always the case that half of our students would cheat if it were easy enough?”
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State of the Corporate Bond Market

Corporate Bonds Are a Great Deal if You Don’t Look Too Closely
https://www.wsj.com/finance/investing/corporate-bonds-are-a-great-deal-if-you-dont-look-too-closely-0b9af226
Highly rated debts offer high yields but are priced close to perfection. 

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Is it Time to Get Worried About US Equities?

Telegraph's Jeremy Warner:
https://www.telegraph.co.uk/business/2026/05/26/stock-markets-threaten-to-fracture-under-pressure-from-trum/
It’s a mug’s game predicting when bull markets are going to end. So far, stock prices have casually brushed aside virtually every shock thrown at them – from pestilence to war and growing protectionism – and could easily carry on in the same vein for a long time to come.
But as Herbert Stein, President Richard Nixon’s economic adviser, observed: “If something cannot carry on forever, it will stop.” Hard to know when, though.


The Risk Premium for Holding Stocks Over Bonds Is Vanishing
https://www.wsj.com/finance/stocks/the-risk-premium-for-holding-stocks-over-bonds-is-vanishing-95be5b9d
The gap between the market’s earnings yield and bond yields has narrowed, a measure that has at times predicted subpar stock returns.
 
Jeremy Grantham on why this market will fall by 50% but nobody will warn you
https://youtu.be/M-dnlf_8W5o 

The Stock Market Has Never Been So Good When People Have Felt So Bad
https://www.wsj.com/economy/consumers/stock-market-consumer-sentiment-af088e87
Stocks are partying like it’s 1999, but Americans haven’t been this gloomy in 70 years. 

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