Articles
The full stream of what I’ve been writing — AI, markets, watches, real estate and whatever else happens to have my attention.
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France’s Economic Model Is Under Pressure
Debt, weak growth, higher borrowing costs and political constraints are putting increasing pressure on France’s economic model.
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Market Recap: Diplomacy Fades, Pressure Returns
Iran’s harder tone pushed oil back above $100 as yields stayed elevated, the yen remained weak, and inflation pressure returned to the foreground.
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Macro Snapshot: The Relief Half-Life Is Shrinking
Political signaling can still move markets. The striking change is how quickly the relief now fades. With the U.S. 10-year back above 5%, the yen near 158, Brent above $100 and diesel under extreme pressure, the underlying strain is returning faster after each intervention.
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Housing After the Era of Easy Money
The pandemic changed where people lived, how they worked and how cheaply they could borrow. Years later, the housing market is still adjusting as homeowners with low-rate mortgages reconsider selling, buyers struggle with higher borrowing costs and fewer sellers choose to walk away.
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The Economy Feels Fine. That May Be the Problem.
The economy still looks surprisingly normal. But beneath the surface, households are cutting back, bond yields are rising, energy markets are tightening and global capital flows are shifting. The question is whether the structure underneath the economy is becoming more fragile than everyday life suggests.
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What Does an Electric Vehicle Really Cost?
Electric vehicles can offer lower energy and maintenance costs, but charging access, infrastructure, depreciation and driving habits can change the equation. We look at how EV ownership costs shift across different kinds of drivers.
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What Happened When Walmart Put AI to Work
Walmart applied AI to four ordinary operational problems: planning overnight shifts, developing products, analyzing sales and managing inventory. The results show what AI looks like when it moves from experiment to everyday work.
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OpenAI Is Starting to Document When Its AI Goes Off Script
OpenAI is beginning to document cases in which its own AI systems acted outside intended boundaries — hiding mistakes, using information they were not supposed to use, and taking actions their operators did not explicitly authorize.
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The AI Safety Debate Is Moving From Warnings to Coordination
The AI industry’s safety debate may be entering a new phase. Rival frontier labs are no longer only warning about the risks of rapid progress. They are beginning to discuss how they might coordinate around them.
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The AI Race Is Starting to Ask for Brakes
AI FRONTIER The AI Race Is Starting to Ask for Brakes The most interesting development in AI this weekend was not another model launch. It was the growing willingness of some of the industry’s most important leaders to publicly discuss slowing the frontier down. For most of the current AI boom, the dominant question has…