Happy Diwali to everyone celebrating. It is also a long weekend in this part of the world where I live and work. A good opportunity to slow down a little, take a break from the usual routines and spend some time with family and friends. For those celebrating, wishing you and your loved ones happiness,…

Everyone is talking about the AI meltdown. Read enough of it and you would think the world is ending. I have seen this film before. Markets correct. Valuations get stretched. Investors panic. Suddenly everyone has a reason why it is about to get much worse. At one point, the CBOE Volatility Index (the VIX Index)…