How Much Redistribution Will AI Require?
Economy

How Much Redistribution Will AI Require?

How much redistribution will AI require? A common scenario is that AI raises output enormously, but labor’s share of income collapses. GDP per capita...

5 min read
AI Addicts Won’t Make Better Workers
Economy

AI Addicts Won’t Make Better Workers

Is the killer app for AI chatbots widespread, productivity-sapping addiction to justify their trillion-dollar investments?

5 min read
Ten Year at 4.79%
Banking

Ten Year at 4.79%

On the run, at noon CT: Figure 1: Ten year constant maturity Treasury (blue), on the run at noon CT (red dot), both in %.

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Links 8/30/2026
Banking

Links 8/30/2026

Links 8/30/2026 Posted on August 30, 2026 by Haig Hovaness The way a newborn reacts when their mother gives them their first kiss.pic.twitter.com/HUdK...

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Qovafin Market Intelligence