How Vulnerable Are US Financial Markets?
https://www.project-syndicate.org/commentary/hidden-dangers-behind-debt-fueled-ai-driven-us-stock-market-rally-by-dambisa-moyo-2026-07
Fueled by more than $1 trillion in borrowed money and rising leverage across the financial system, US stock markets may have entered bubble territory. Two developments could trigger a sharp correction: higher interest rates and a loss of confidence in the handful of tech giants driving the AI boom.
https://www.project-syndicate.org/commentary/hidden-dangers-behind-debt-fueled-ai-driven-us-stock-market-rally-by-dambisa-moyo-2026-07
Fueled by more than $1 trillion in borrowed money and rising leverage across the financial system, US stock markets may have entered bubble territory. Two developments could trigger a sharp correction: higher interest rates and a loss of confidence in the handful of tech giants driving the AI boom.
MY TAKE: The AI bubble could be worse than the dot-com bust by Vivekanand Jayakumar, The Hill - 06/16/26
Europe’s economy is a mess. Its stock markets are a steal.
https://www.economist.com/finance-and-economics/2026/07/07/europes-economy-is-a-mess-its-stock-markets-are-a-steal
China could be the US tech hedge
https://www.ft.com/content/0306bdaf-4465-4c3c-94e2-44f2c53373e2
Diversification is not about finding a market without risk — it is about finding a market whose risks are different.
https://www.economist.com/finance-and-economics/2026/07/07/europes-economy-is-a-mess-its-stock-markets-are-a-steal
China could be the US tech hedge
https://www.ft.com/content/0306bdaf-4465-4c3c-94e2-44f2c53373e2
Diversification is not about finding a market without risk — it is about finding a market whose risks are different.