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AI to crash or not to crash?
PDF article with references: The technology can change the world while its shares still fall Everyone seems to have an opinion. Wall Street executives discuss an AI correction, and so do taxi drivers in Tel Aviv. That alone tells us very little about timing. It does tell us that AI is no longer a niche technology trade. It is a story about stocks, semiconductors, data centres, electricity, construction, corporate debt and, the wider economy. So here is my honest answer up fro
1 day ago13 min read


Navigating Global Wealth: An Interview with the Co-Founder of Areca Capital Ltd
In this interview, we sit down with Mr Maxim Safonov, one of the co-founders of a pioneering asset management company with footprints in both Dubai and Almaty to explore the vision, challenges, and philosophies shaping wealth management in today’s complex global landscape.
Apr 215 min read


Global Outlook. The 2026 Roller-Coaster Edition
If there is any truth in our forward-looking assumptions, then the years ahead are likely to be eventful—and, for better or worse, entertaining. It feels as if we are slowly being hauled up the first slope of a roller coaster: the tension builds, the mechanism creaks, and you are fully aware that escape is no longer an option. At best, you can change seats before gravity takes over. After all, we are firmly locked on planet Earth, inside a deeply interconnected globalised eco
Jan 612 min read
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