







What can we learn from the 2007 Global Financial Crisis and the 1990’s dot-com bubble?
The Quiet Rewiring of American Finance
Stablecoins, Treasury markets, and the most significant shift in financial infrastructure that almost nobody is discussing.

People Loved the Dot-Com Boom. The A.I. Boom, Not So Much.
Tech leaders are beginning to worry about the public’s underwhelming enthusiasm for their plans to remake the world with artificial intelligence. Will that burst the bubble?


THE 2028 GLOBAL INTELLIGENCE CRISIS
A Thought Exercise in Financial History, from the Future

Home - Financial Times
News, analysis and opinion from the Financial Times on the latest in markets, economics and politics
The Future of Money: How the Digital Revolution Is Tran…
A cutting-edge look at how accelerating financial chang…

What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.

The post-search Google era begins | The Vergecast
Welcome to the new age of geoeconomics
Tech, trade, finance and military policies are mingling in a manner not seen during the neoliberal era

The State Of The $1.7 Trillion AI Bubble: The End Of Thinking
Writing is thinking and thinking is understanding. Like understanding that the AI bubble has been around for a long time and that it's better to call it the data bubble.

The A.I. Boom and the Spectre of 1929
As some financial leaders fret publicly about the stock market falling to earth, Andrew Ross Sorkin’s new book recounts the greatest crash of them all.


The Value of Nothing: Capital versus Growth - American Affairs Journal
Throughout 2021, U.S. stock market valuations have hovered near all‑time highs. In June, the unadjusted price-to-earnings (P/E) ratio of the S&P 500 index eclipsed the tech boom record of 2000. Many other asset classes have attained, or nearly attained, record valuations as well. Stratospheric valuations may be partially attributable to the unique circumstances surrounding Covid-19...

The "Big Short" Guy Who Called (And Cashed In On) The 2008 Housing Bubble Just Bet Against the AI Bubble While Betting on Financial Armageddon In The US
Michael Burry looked at the most hyped trade in human history and said “nah.” You should probably pay attention.

March 2026 Global Dialogues Survey | Windfall Trust
Here’s what the world had to say about the AI economy
