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MK
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A Collection of My Work
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Academic
Reports
The AI Inflection Point: Bubble, Boom, or Structural Shift?
Reports
18 min read
Global Market Outlook 2026
Reports
16 min read
Fractional Brownian Motion: Theory and Financial Applications
Academic
2 min read
Has Business Dynamism Been Associated with Slower Productivity Growth for U.S. Sectors?
Academic
11 min read
Constructing the ATLAS portfolio
Reports
9 min read
The Case for ASML
Reports
11 min read
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