· Pietari Laurila
What remains scarce when intelligence becomes abundant?
As AI makes intelligence cheaper, scarce physical assets, regulatory licences and established networks could become more valuable.
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· Pietari Laurila
US midterms: What they mean for AI and bond yields
How the US midterms could reshape AI investment, influence bond yields and broaden market leadership beyond technology.
· Pietari Laurila
AI, Iran and the Case for Contrarian Investing
How AI, energy prices and interest rates are dividing markets—and why starting valuations matter for contrarian investors.
· Pietari Laurila
The S&P 500 is near a record. Most stocks aren't
Why a record-near S&P 500 masks weak breadth
· Pietari Laurila
AI could first push yields higher, then lower
How AI investment could lift bond yields before productivity gains and stronger public finances pull them lower.
· Pietari Laurila
5% is fair but not yet a screaming buy
A closer look at the inflation, real-rate and term-premium components behind the 5% US 10-year Treasury yield.
Why the AI Boom Could Keep Interest Rates High
Where Will Investment Edge Be Found in the Age of AI?
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