INSIGHTS
Insights.
My perspectives on finance, strategy, leadership and technology, brought together across articles, videos and conversations.
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Falling Yields, Fragile Recovery: The Signals I’m Watching
Lower U.S. Treasury yields did not bring relief to technology stocks in the week ending October 16, 2026. In this episode, I examine that divergence and the evidence needed to distinguish a rebound from a more durable recovery.
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Record Highs Need Confirmation Beyond Equities
Equity strength is only part of the market picture. This episode examines why bonds, the dollar, gold and Bitcoin complicate the reading of stocks near record territory.
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Cross-asset divergence: reading yields, the dollar and risk appetite together
Rising Treasury yields and a firm dollar are putting pressure on some markets while Nasdaq and Bitcoin show greater resilience. In this Market Note, I examine that disagreement through a cross-asset framework rather than treating each price move as an isolated signal.
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When Rising Yields Divide the Market
A stronger dollar and higher Treasury yields did not produce a uniform response. This episode compares pressure in gold and BIST 100 with resilience in Nasdaq 100 and Bitcoin.
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AI’s Second Wave? Why Software Stocks Could Be Next
Artificial intelligence investing has so far been dominated by semiconductors, GPUs and massive data-center spending. But could software become the next major phase of the AI investment cycle? I examine the IGV ETF, leading software companies, valuations and the technical setup behind this possibility.
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Nasdaq Correction? Watch Treasury Yields Before Tech Stocks
The Nasdaq pullback is easier to interpret when viewed through the bond market. Rising Treasury yields can tighten financial conditions and pressure growth-stock valuations even when company fundamentals remain intact.
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