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Will we eventually run out of gold? There are two parts related to this question – the broader gold supply and mined production. Our answer to both is: not likely.
First, we are not likely to run out of gold supply. There are two major parts to supply: recycled gold and mined gold. While mined gold may be plateauing as noted previously, recycled gold supply comes from various sectors. As shown in…
Innovation, Jobs and Inflation: Lessons from 250 Years of Disruption | March 4, 2026| Deutsche Bank Research Institute #Report
KKR's Thoughts From the Road : India (Feb 2026) | Intresting charts from report
"Currencies do not usually fade; they tend to collapse." - Daniel Oliver (Discussing the macroeconomic endgame for heavily indebted nations)
"This phase of the gold bull represents the world searching for an alternate asset of final settlement to balance international trade, a crisis external to the domestic dollar system." - Daniel Oliver (Explaining the true catalyst behind gold's recent price…
2026 Tech Trends Report #cbinsights | Link
Most of the time in financial markets is spent on discussing Nvidia, Apple and Coca-Cola, but these firms and the rest of the S&P 500 companies only make up a very small part of the US economy, see our chart book available here. For example, employment in S&P 500 companies is only 18% of total US employment.…
"Markets pricing goldilocks. World moving towards fat tails. Point of most fragility - credit markets." | Fat Tails on Fire (The Silver Bullet - No. 15) | Andromeda Capital Management
Key Themes for 2026 | Big Picture | 1Q 2026 | Morgan Stanley | #Report Link
Carta’s State of Startups 2025
Executive Summary
The 2026 Investment Perspectives report presents Blackstone’s macro and market outlook for 2026, arguing that the global investment environment is being reshaped by artificial intelligence, moderating inflation, cooling labor markets, and a declining cost of capital. While growth remains uneven across sectors and geographies, the overall backdrop is resilient, with…
Video - 🔗https://youtu.be/z13OszCFqs8?si=9NBg7ngCLRS1TaG7
AI summary below
Executive Summary >The State of GTM AI 2025 report by Scale Venture Partners highlights a critical evolution in B2B go-to-market strategies, marking the transition from Phase 1 (Efficiency/Quantity) to Phase 2 (Effectiveness/Quality). While AI adoption has reached a staggering 67% of teams, the report notes…
AI64 - Mapping the Next Generation of Enterprise Software | Redpoint Ventures| Report
State of Markets - a16z
Avenir The Future of SaaS - A Fork in the Road | Jared Sleeper, Hannah Bao | #Report
"AI is whatever machines can't do yet" - Larry Tesler (1970) | 🔗 Source
BOND | Trends – Artificial Intelligence (AI) by Mary Meeker / Jay Simons / Daegwon Chae / Alexander Krey
Singularity One | Inside India's Data Center Build-Out
India Internet Commerce Report - Deep Dive | Joel Modestus