News · Policy · Global · 23 May 2026
Mythos, the name given by Anthropic to its highly capable, unreleased cybersecurity-focused frontier model because the word represents stepping "beyond the boundaries of the known," has proved exceptionally good at…
Deep Dive · Markets · Global · 20 May 2026
U.S. stock–bond correlations have shifted toward negative territory in May 2026 amid renewed inflation pressures and a paused Fed easing cycle — a meaningful risk-state signal that warrants measured portfolio adjustment, not a wholesale risk-off pivot.
News · Macro · Global · 15 May 2026
How a Soviet humiliation in London became the operating manual for Beijing's economic strategy
News · Macro · Global · 12 May 2026
I watched The Helsinki Effect after seeing it pop up on the DW Documentary YouTube channel. Eighty-eight minutes. I kept thinking I'd stop after the next section. I didn't.
News · Ideas · Global · 9 May 2026
A few days ago I argued Claude showed signs of consciousness, and that this looked to me like a step toward AGI. The pushback was sharp, some of it fair.
News · Credit · Global · 1 Apr 2026
How higher rates and agentic AI hit the software industry at the same time — and what Tier-1 LPs should do about it. Three foundational assumptions underpinned every software buyout from 2015 to 2025. All three are gone simultaneously. This is not a valuation reset. It is a structural one.
News · Credit · Global · 10 Mar 2026
HPS Corporate Lending Fund capped withdrawals at 5% after exit requests nearly doubled the limit
