Monthly Archives: August 2026

What happens to life Insurance and pensions if the AI Bubble bursts?

Posted on August 17, 2026 by Danielle Park

Different cycle, similar Enron-esque financial tricks and behaviours have compounded financial and contagion risks. The segment below connects some important dots. AI infrastructure is being financed by some of the world’s most conservative pools of capital, including life insurance companies … Continue reading →

Posted in Main Page | Comments Off on What happens to life Insurance and pensions if the AI Bubble bursts?

Understanding the A.I trade

Posted on August 14, 2026 by Danielle Park

Many good observations in this segment. If you have money in the stock market, you should understand what you are betting on. AI-linked stocks account for a record 45% of the S&P 500’s total market capitalization and drive nearly all … Continue reading →

Posted in Main Page | Comments Off on Understanding the A.I trade

Serious question: What have you learned?

Posted on August 11, 2026 by Danielle Park

Equity valuations are the most inflated since the infamous bubble tops in 2000 and 1929 before that, and far beyond the 2007 and 2022 cycle tops. This is evident below in one of the most historically insightful valuation metrics, the … Continue reading →

Posted in Main Page | Comments Off on Serious question: What have you learned?