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AI Competition and the Software Investment Narrative

AI Competition and the Software Investment Narrative

AI has introduced uncertainty into enterprise software by inserting a powerful new layer between users and traditional applications.

February 27, 2026 5 min read
Greed vs. Fear in the Commodity Pits

Greed vs. Fear in the Commodity Pits

Gold, silver, and copper have all experienced meaningful price appreciation over the past several years.

February 10, 2026 4 min read

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