Healthy Skepticism
Your exposure to AI isn't binary. It's a dial.
In this month's brief, I'm walking through the narrative shift that happened in November. The skepticism that's both healthy and necessary, and how to think about positioning into year end.
It's not about being right or wrong on AI. It's about not getting caught asleep at the wheel.
2026: Big Housing Shift - Part 1
Treasury Secretary Bessent calls it "Parallel Prosperity" — closing the gap between asset owners and everyone else. For most Americans, that starts with housing. Here's what the administration is actually considering, and why the midterms are making this urgent.