Beth Kindig·Oct 21Bonds Are Breaking, Fed Is Boxed In: Why Stocks Keep RisingTreasury yields are at 2002 highs, but strong consumer spending, economic growth, and AI earnings could keep stocks rising despite...
Beth Kindig·Oct 21How Agentic AI Is Squeezing SaaS Margins and GrowthAgentic AI is raising compute costs, compressing SaaS margins, and disrupting seat-based pricing. See which software companies are adapting.A response icon1A response icon1
Beth Kindig·Oct 18The New Layer in Nvidia’s Enterprise AI StrategyThis article was originally published on I/O Fund on October 12, 2026
Dollars and Sense·Oct 18Tech Lost $1 Trillion as Oil Hit $110. What to Do NowA response icon1A response icon1
Beth Kindig·Oct 16The Greatest Bull Market in Decades, But a Correction FirstThe S&P 500's historic bull market may have 1-3 years left. See why a correction could come first and where AI stocks may offer upside.A response icon1A response icon1
