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The Faster Race
How Inflation Changes the Rules of Economic Competition
Feb 19
•
Alex Warfel, CFA
1
The $670 Billion Question: Is AI Demand Real, or Are We Building on Subsidized Sand?
A framework for spotting subsidized AI demand before it turns into stranded assets
Feb 12
•
Alex Warfel, CFA
1
Build vs. Buy in the AI Era: Why “Just Rebuild Your SaaS” Is Harder Than It Sounds
AI can write the code. But code was never the expensive part.
Feb 7
•
Alex Warfel, CFA
1
October 2025
Follow the Money, Not the Multiples
In a world where liquidity, demographics, and central banks drive prices, the investor’s edge lies in anticipating the marginal buyer, not obsessing…
Oct 8, 2025
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Alex Warfel, CFA
September 2025
Net Worth as Your Financial Compass
A framework for balancing housing, cars, and investments in an era of high rates and record prices.
Sep 22, 2025
•
Alex Warfel, CFA
1
June 2025
The Slow Unraveling
How History, Debt, and Distrust Are Reshaping the Dollar’s Role in the World
Jun 12, 2025
•
Alex Warfel, CFA
May 2025
Tariffs, Trust, and Tightening: The Invisible Forces Moving Markets
Why the Fed is stuck, what the job market’s whispering, and how your savings could quietly shrink.
May 29, 2025
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Alex Warfel, CFA
Google’s Moat Is Cracking
As AI reshapes the value chain, Alphabet is fighting to stay relevant at the interface layer.
May 21, 2025
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Alex Warfel, CFA
Tariffs, Time Horizons & Trust: A 2025 Field Guide for Investors
How a Fed stuck on pause, a split-personality stock market and eroding faith in institutions could hit your mortgage, portfolio and peace of mind, plus…
May 14, 2025
•
Alex Warfel, CFA
April 2025
Mood vs. Money: What Surging Spending and Sinking Sentiment Tell Us About the Late-Cycle Economy
Tariff “buy-aheads,” tech’s $2.5 trillion slide, and an earnings beat built on cost-cuts are reshaping the investment landscape just as confidence…
Apr 28, 2025
•
Alex Warfel, CFA
1
Navigating Tariffs, Superstitions, and the First-Ever Bond Default
Why this market downturn is historic, how mutual fund managers’ zodiac years influence their decisions, and lessons from ancient Athens on debt crises.
Apr 18, 2025
•
Alex Warfel, CFA
Humans Need Not Apply?
AI becomes a hiring filter, markets struggle with volatility, and macro forces hint at a new economic order.
Apr 10, 2025
•
Alex Warfel, CFA
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