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Insights

Market Commentary

Perspectives on markets, investing, and wealth management.

Market Overview— daily benchmark performance across stocks, bonds, and commodities

BlogFeb 17, 202621 min read

Honey, My Clients Don't Speak Z-Score!

How a multi-stage LLM pipeline bridges the gap between quantitative finance and clear, jargon-free client communication.

Market CommentaryFeb 9, 20266 min read

AI, SaaS, and the Myth of the Vanishing Moat

Why falling software costs don't mean falling software value — enterprise friction, switching costs, and why SaaS moats are shifting, not disappearing.

Market CommentaryJan 27, 20268 min read

Where Are the Moats in AI?

Where durable competitive advantages exist in the AI value chain — from GPUs and infrastructure to software platforms and vertical startups.