HeyJaredJamie McGeever
- Indexed articles, last 90 days
- 32
- Latest publication
- Oct 1, 2026
- Outlet visibility, for The Globe and Mail
- Top 10K sites
- Earliest in this view
- Jul 14, 2026
Latest articles
If a bruising third quarter can’t halt Wall Street, what can? (opens the original)
Read excerpt
Wednesday closed the books on an extraordinary quarter. A 40-per-cent rebound in Brent crude oil, record-high diesel prices, bond yields at 20-year highs and AI’s threat to wipe out humanity gave investors no shortage of reasons to retrench. Yet faced with that formidable wall of worry, U.S. and world stocks still scaled fresh record highs. Equities weren’t exactly booming. The S&P 500 rose only 2 per cent. But considering the dismal backdrop and the fact that the third quarter followed the s
Are AI credit cracks a warning, or a ‘buy’ signal? (opens the original)
Read excerpt
“Hyperion” and “Beignet” are two words many investors may not be familiar with. But they could soon become symbolic of the excesses of the borrowing and spending binge driving the record-breaking U.S. artificial intelligence build-out. “Hyperion” is the name of Meta Platforms’ (META-Q) AI data centre facility under construction in Richland Parish, Louisiana. It is the Facebook owner’s largest data centre project with 5 gigawatts of compute capacity, and has absorbed more than US$50-billion in
Can the U.S. grow its way out of debt? Don’t bet on it (opens the original)
Read excerpt
Treasury Secretary Scott Bessent has few cards left to play to free the U.S. from its debt chokehold. He appears to be putting all his money on one: an AI-driven economic growth boom. It’s unlikely to be the ace he thinks it is. “We’re going to have to grow our way out of this,” Bessent said last month when the U.S. national debt crossed the US$40-trillion mark. The assumption here is straightforward: the AI revolution will generate a rip in U.S. productivity, wages, and tax revenues, which w
Dollar rally tells Trump Treasury that the ‘house’ is losing (opens the original)
Read excerpt
The dollar’s surge, propelled by strong U.S. economic data, a hawkish Federal Reserve, and surging bond yields, is gathering momentum. An increasingly interventionist U.S. Treasury will not welcome this – and it’s a reminder that for market actions to work, governments need to be willing to go big. The dollar fell 10 per cent last year, its worst year since 2017, and was widely expected to continue that trajectory this year. At the end of January it was languishing at a four-year low. But it h
Passive investing? That S&P 500 index fund is basically a tech fund (opens the original)
Read excerpt
Passive investors may be far more exposed to the AI trade than they realize. New data brings into sharp relief the risk that investors are, perhaps unknowingly, putting all of their eggs into the U.S. technology basket. Warnings about tech-sector concentration are nothing new, but the problem is intensifying just as the risks surrounding the artificial intelligence boom are multiplying. If you take into account the tech sector’s share of the S&P 500 market cap – which is within a whisker of
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Top 10K sites
For The Globe and Mail, the outlet · Measured Aug 1, 2026
Website popularity band, not a count of readers or article views.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.