AI Debt Failure Will Prompt Another Wave of Fed Bailouts (Myrmikan Capital)
The hyperscalers will not disappear—they control large, real businesses. But their market caps must adjust to…
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The Macroeconomic Effects of AI Technology Shocks (Banca d'Italia)
The paper analyses the macroeconomic effects of artificial intelligence (AI) innovation in the United States. To…
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Market Know-How 3Q 2026 (Goldman Sachs AM)
Geopolitical shocks are no longer isolated events. They are now structural drivers of the macro regime, reshaping…
Yen Intervention: Treasury Market Was the Real Target (Andersen Institute)
Digging deeper, the story appears to be about growing anxiety about rising U.S. treasury yields and the risks of…
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This edition of the Savvy Investor academic round-up...
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Robotics, perpetual futures, and AI-powered private creditExplore this selection of high-quality…