Category: Newsletter
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Generative AI Lowers U.S. College Wage Premium
Morning Intelligence Digest: September 2, 2026 – Key stories include the drop in the U.S. college wage premium due to generative AI, Alan’s expansion in…
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OpenAI Launches Ads for ChatGPT, Hits $1B Run Rate
OpenAI’s ChatGPT ads platform hits a $1 billion annual revenue run rate in under 200 days. IMF agrees on a $2.2 billion loan for Senegal. FAA proposes…
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US Ends Moscow’s Isolation, Russia Joins G20 Summit
Morning Intelligence • Sept 1, 2026: US invites Russian Finance Minister to G20, sparking European protest. Japan faces inflation as bond yields hit 3%….
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U.S.-Iran Tensions Spike Bond Yields, Raise Debt Costs
Evening Analysis • Aug 31, 2026: U.S.-Iran tensions spike global bond yields as Treasury Secretary Scott Bessent addresses debt concerns at the G20. Germany…
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Saudi PIF Halts LIV Golf Funding After $6B Investment
Morning Intelligence • Aug 31, 2026: Saudi Arabia’s PIF ends LIV Golf funding, forcing a pivot to BC Partners for emergency credit. SK Hynix eyes Japan for a chip plant.
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AbbVie Acquires Apogee for $10.9bn, Shifts Focus to Pharma
**Evening Analysis • Sunday, August 30, 2026** AbbVie leads a shift from AI to pharmaceuticals with a $10.9bn buyout of Apogee, driven by stable returns….
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US-Iran Tensions Spike G7 Debt Costs, Prompt Tough Choices
Morning Intelligence Digest • August 30, 2026: Rising US-Iran tensions inflate G7 debt costs by billions; China leads AI video production; SpaceX faces LEO…
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Russian Drone Strike Kills 37 in Ukrainian Warehouse Attack
Evening Analysis • Aug 29, 2026: A Russian drone strike in Myla kills 37, highlighting logistics challenges in Ukraine. NASA prepares for the Nancy Grace…
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Fed Chair Warsh Ends Guidance; Rate Hike Odds Hit 60%
Morning Intelligence • August 29, 2026: Fed Chair Kevin Warsh ends forward guidance, impacting rate hike odds; U.S. pressures Mexico’s internal politics;…
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Japan Boosts Yen with $98.7B Forex Injection
Japan invests $98.7B to support the Yen, backed by US Treasury, while Fed’s Warsh signals higher rates. BYD sees Q2 profit surge. xAI sues users over deepfakes.