Inflation & Interest

1. America’s Deepening Housing Shortage The U.S. faces a structural housing shortage of approximately 4–7 million units, pushing rents up by nearly 30% since 2017 In 2024–2025, homeownership became untenable…

1. Setting the Stage: Why AI, and Why Now? Over recent years, artificial intelligence has evolved from niche research to mainstream investment thesis. Since the launch of ChatGPT in late…