We search for “the next big thing”

What would confound market participants the most in 2018?

What would confound market participants the most in 2018?

The big surprise might be “is the S&P 500 close to peaking”?

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Why a toxic mix of low volatility, passive strategies, and high levels of leverage is reason for caution in U.S. equity markets.

Why a toxic mix of low volatility, passive strategies, and high levels of leverage is reason for caution in U.S. equity markets.

Could low volatility be the quiet before the storm?

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Will the “black boxes” cause the next financial crisis?

Will the “black boxes” cause the next financial crisis?

Risks are mounting as the algorithmic revolution in asset management accelerates.

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It’s never been a better time to be a contrarian.

It’s never been a better time to be a contrarian.

QE has created too much money chasing too few good investment ideas, which quickly becomes a crowded trade.

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On its own, in just a few hours of experimental self-play, AlphaZero blew past a level of Chess mastery that took humans over 1,500 years to attain.

On its own, in just a few hours of experimental self-play, AlphaZero blew past a level of Chess mastery that took humans over 1,500 years to attain.

If AlphaZero can achieve this mastery in such a short period of time, where will artificial intuition be in one year? Five years?

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The cannibalizing effect of share buybacks. Are there parallels with Japan’s bubble years?

The cannibalizing effect of share buybacks. Are there parallels with Japan’s bubble years?

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The destabilizing truth of the retail apocalypse: it’s more about inequality than e-commerce.

The destabilizing truth of the retail apocalypse: it’s more about inequality than e-commerce.

The cratering of middle-class spending power is driving retail bankruptcies.

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China, Russia and the U.S. are running neck-and-neck in an AI military arms race.

China, Russia and the U.S. are running neck-and-neck in an AI military arms race.

As software eats the world, a dramatic shift is underway in both the technology and the doctrine of war

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The regulatory case against tech giants: What path will lawmakers choose?

The regulatory case against tech giants: What path will lawmakers choose?

A consensus is crystallizing — for the good of society, tech giant power needs to be counterbalanced by policymakers enforcers.

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