SHI

May 13, 2026

SHI 5/13/2026 – AI or Die

  I just returned from 3 weeks in Europe.   My wife and I traveled from France to Italy and then Spain.   And then back to […]
April 8, 2026

4.8.26 — Another Look at Private Credit

I have been asked:  Will “private credit” trigger a systemic financial crisis?   One reader went as far to ask if I believed the current slow-rolling […]
March 25, 2026

SHI 3.24.26 – Unknown Unknowns

Mark Twain famously said:   “It ain’t what you don’t know that gets you into trouble.  It’s what you know for sure that just ain’t so.” […]
March 11, 2026

SHI 3.11.26 — A Financial Neutron Bomb?

  Late in the 1950s, the neutron bomb was built.    You may be unfamiliar with this type of nuclear weapon, but it’s the real deal. […]