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February 19, 2026

The Future of Work Is Already Here. Is Your Portfolio Built for It?

AI isn’t “coming.” It’s already changing how companies operate, hire, and compete. For Gen W investors, the point isn’t to chase hype. It’s to understand what’s shifting in the real economy and use that as a smarter lens for long-term research.

February 19, 2026

WarGames, War Risk, and Wall Street

Carrier strike groups are moving. Oil could move next. A disciplined framework for positioning portfolios across three conflict outcomes.

February 18, 2026

Babies in the Streets: When AI Fear Creates Opportunity

AI panic has crushed software stocks—but are investors throwing out high-growth “babies” with the bathwater? A valuation-driven reality check.

February 17, 2026

The Math of M&A Ego

History shows acquirers often overpay in emotional bidding wars. Here’s why this media battle may follow the same script.

February 13, 2026

The Next Apple Is Hiding in This AI Selloff

Transformative technologies test conviction before they reward it. AI is no exception.

February 12, 2026

The Labor Market Illusion: Why Two Good Prints Don’t Make a Trend

January jobs data looks strong, but deeper trends in unemployment, payrolls, and JOLTS suggest structural shifts driven by AI—not just a normal cycle.

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