https://www.newral.ch/insights One idea from our models each weekend: what the evidence says, and why it differs from the popular read. en https://www.newral.ch/insights/2026-10-31-ai-meets-the-price-of-time https://www.newral.ch/insights/2026-10-31-ai-meets-the-price-of-time Sat, 31 Oct 2026 07:00:00 GMT On Wednesday evening Alphabet reported results that investors found wanting, and over the next two days the selling spread across technology shares in unison and pulled the big US indices sharply lower. Beneath the indices the damage had started well before, with many of the companies tied to the… https://www.newral.ch/insights/2026-10-24-ai-is-now-spending-other-people-s-money https://www.newral.ch/insights/2026-10-24-ai-is-now-spending-other-people-s-money Sat, 24 Oct 2026 07:00:00 GMT Meta's new shares and debt made AI a financing story, and the 10-year yield fell 15bp on a day Brent closed near $113. https://www.newral.ch/insights/2026-10-10-the-crowd-has-already-left-the-room https://www.newral.ch/insights/2026-10-10-the-crowd-has-already-left-the-room Sat, 10 Oct 2026 07:00:00 GMT Trend followers sit at 98% of their maximum short in 10-year Treasuries, with little left to sell and a lot to buy back.