It has long been our view that people find it easier to rely more on narrative than on facts. Narratives are easier to communicate, easier to remember, and often more persuasive than the time-consuming process of digging through underlying Rida Morwa is a former investment and commercial Banker, ..…

The AI decline in profits and free cash flow, problems with private credit, and the SpaceX IPO and bond sales are major risk factors for the next half year. "The market can remain irrational longer than you can remain solvent." - John Maynard Keynes When asked to write an article about the second…