https://triangulacapital.com/blog A modern approach to value investing en-us Mon, 19 Oct 2026 00:00:00 GMT https://triangulacapital.com/blog/2026-10-19-what-remains-scarce-when-intelligence-becomes-abundant https://triangulacapital.com/blog/2026-10-19-what-remains-scarce-when-intelligence-becomes-abundant Mon, 19 Oct 2026 00:00:00 GMT Pietari Laurila As AI makes intelligence cheaper, scarce physical assets, regulatory licences and established networks could become more valuable. https://triangulacapital.com/blog/2026-10-12-us-midterms-ai-and-bond-yields https://triangulacapital.com/blog/2026-10-12-us-midterms-ai-and-bond-yields Mon, 12 Oct 2026 00:00:00 GMT Pietari Laurila How the US midterms could reshape AI investment, influence bond yields and broaden market leadership beyond technology. https://triangulacapital.com/blog/2026-10-06-ai-iran-and-the-case-for-contrarian-investing https://triangulacapital.com/blog/2026-10-06-ai-iran-and-the-case-for-contrarian-investing Tue, 06 Oct 2026 00:00:00 GMT Pietari Laurila How AI, energy prices and interest rates are dividing markets—and why starting valuations matter for contrarian investors. https://triangulacapital.com/blog/2026-09-28-the-s-p-500-is-near-a-record.-most-stocks-aren-t https://triangulacapital.com/blog/2026-09-28-the-s-p-500-is-near-a-record.-most-stocks-aren-t Mon, 28 Sep 2026 00:00:00 GMT Pietari Laurila Why a record-near S&P 500 masks weak breadth https://triangulacapital.com/blog/2026-09-21-ai-could-first-push-yields-higher-then-lower https://triangulacapital.com/blog/2026-09-21-ai-could-first-push-yields-higher-then-lower Mon, 21 Sep 2026 00:00:00 GMT Pietari Laurila How AI investment could lift bond yields before productivity gains and stronger public finances pull them lower. https://triangulacapital.com/blog/2026-09-14-5-is-fair-but-not-yet-a-screaming-buy https://triangulacapital.com/blog/2026-09-14-5-is-fair-but-not-yet-a-screaming-buy Mon, 14 Sep 2026 00:00:00 GMT Pietari Laurila A closer look at the inflation, real-rate and term-premium components behind the 5% US 10-year Treasury yield. https://triangulacapital.com/blog/2026-09-07-why-the-ai-boom-could-keep-interest-rates-high https://triangulacapital.com/blog/2026-09-07-why-the-ai-boom-could-keep-interest-rates-high Mon, 07 Sep 2026 00:00:00 GMT Pietari Laurila https://triangulacapital.com/blog/2026-09-01-where-will-investment-edge-be-found-in-the-age-of-ai https://triangulacapital.com/blog/2026-09-01-where-will-investment-edge-be-found-in-the-age-of-ai Tue, 01 Sep 2026 00:00:00 GMT Pietari Laurila