News and Analysis

By Ian Ippolito · Last updated May 26, 2026 · Code of Ethics Rapidly evolving events have stunned many public and private investors and challenged their portfolios. But change also brings opportunity. So where are the potential opportunities (and dangers) in alternative asset classes, today? We'll look at the red-hot private lending class, various real-estate sectors that could be poised for a break-out and bitcoin. (Usual disclaimer: I'm just an investor expressing my person

Many bosses expected AI to be a cheap way to replace employees. Instead, some big companies have run through a year's AI budget in a few months, and the buildings and electricity needed to run AI are getting harder to come by. That scarcity creates opportunities for investors, and so does the work AI still can't do. Here's what I've found in each area since laying out my AI investing strategy earlier this year, what has and hasn't passed muster and where I'm still looking.

AI was supposed to have already wiped out massive numbers of jobs, made software free and ubiquitous, and made software developers extinct. But the jobs data is actually showing an AI boom. And months of programming with AI every day have made me increasingly skeptical of many predictions—even as I’ve become a believer in AI’s power. And as an investor, what's actually happening shapes my view of which investments will benefit from the rise of AI and which will be AI resistan

If AI fulfills it's promise the economic affects will be profound. The article considers various investment ideas for navigating a theoretical world where AI does actually deliver on its promise.

AI's newfound ability to code will greatly accelerate its progress. And the timeline for profound scientific and economic change may be shorter than many expect. But history is also littered with technologies that failed to deliver on expectations. And even successful breakthroughs don't always scale cleanly. This section looks at both the case for rapid change and the reasons AI may stall or stop.

So far, the AI boom has been an expensive disappointment, involving massive spending and hype, and very little to show for it. But the latest release of Claude Code delivered a sudden and dramatic improvement in a pivotal and crucial area. The risk of an AI bubble remains real. But if AI continues to improve at this pace, the effects on jobs and the economy could be huge — and arrive far sooner than many expect.

Contrary to conventional wisdom, real estate price changes aren't directly correlated to interest rate changes. This article takes a hard look at the historical data. And then a renowned researcher explains why practically everyone gets it wrong. (Usual disclaimer: I'm just an investor expressing my personal opinion and am not an attorney, accountant nor your financial advisor. Consult your own financial professionals before making any financial decisions. Code of Ethics: To

Unprecedented events have caused prices on the four primary real-estate classes to do something very unusual… completely diverge. We look at which ones are blossoming, which are coping and which are bleeding. (Usual disclaimer: I'm just an investor expressing my personal opinion and am not an attorney, accountant nor your financial advisor. Consult your own financial professionals before making any financial decisions. Code of Ethics: To remove conflicts of interest that are