Topic
investing
3 articles published
Articles
Latest first
stocks
June 20, 2026
4 min read
AI May Not Kill Software. It May Kill Software Categories.
A framework for evaluating which software categories and companies may be most vulnerable to AI driven consolidation, embedding, and changing make versus buy economics.
stocks
June 18, 2026
4 min read
I Tried to Prove Boomers Will Crash the Market. The Numbers Didn't Support It
A look at the popular boomer retirement thesis, why it sounds compelling, and why the data suggests demographics are a headwind rather than a market crashing force.
stocks
June 18, 2026
3 min read
Fertilizer Shortages, the Strait of Hormuz, and Grain Markets: A 2026 Reality Check
Examining whether Hormuz related fertilizer disruptions are affecting corn and wheat production and what to watch for in 2027.