A curated list of recent reporting and essays covering inflation, national security failures, dead malls, music copyright disputes, private markets, consumer tech, human origins and other long-form pieces worth skimming first.
Several long reads explore structural market and cultural shifts: private equity’s stressed bargain, the ‘Apollo premium’ in credit pricing, and why dead malls remain legally locked up.
Music-tech tensions are resurfacing: an AI music firm (Suno) is facing major-label lawsuits while pursuing partnerships to retool its models.
# What this bundle covers This edition of "10 Thursday AM Reads" collects ten pieces that span economics, geopolitics, culture and technology. The curator highlights items that offer reporting, new research, or contrarian takes you can use for a quick briefing or for longer reading.
# Short summaries of the standouts
# Quick signals and notable data points
# How to use these links
My morning reads: • “If You Want to Bet on the End of the World…”: Puck sits down with Mark Spitznagel on the art of cool bullishness — and what tail-risk hedging looks like from here. Hedge fund prophet Mark Spitznagel, the ultimate black swan investor, is feeling surprisingly bullish these days, expecting one last e
My mid-week morning reads: • It’s a Concentrated World: The top 10 stocks in the S&P 500 make up almost 40% of the index. Each of the companies in the top 10 sport a market cap of $1 trillion or more. In fact, as of this writing, the 12 biggest companies all have market caps of… Read More The post 10 Wednesday AM Reads
Welcome to October! Kick off the month right with my morning reads: • A double-edged code – How AI is reshaping the global wealth landscape: Global financial assets expanded to a record $260 trillion in 2025, expanding +8.6% from the previous year, despite a challenging geopolitical and economic backdrop. Global wealth
My end-of-week morning reads: • Job Postings Show Early Signs of AI Automation Impact: The Dallas Fed finds the automation signal starting to show up in the listings data. (Dallas Fed) • The Death of the Safe Haven: How to Fix Your Bond Strategy as Yields Rise: The rise in U.S. Treasury yields is creating opportunitie
My back in NY morning reads: • Why Are Valuations Falling in a Bull Market?: Ben Carlson runs the year’s tape — mortgages from 6% to 7%, the 10-year from 4% to 5%, inflation from 2.4% to 3.4%, oil from under $60 to over $100. (A Wealth of Common Sense) • Muni Bonds Are Yielding 5%. They… Read More The post 10 Friday
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