Wall Street’s Quant Playbook Is Upended as AI Reorders Market
Original Report
The week that AI upended Wall Street’s investing playbook didn’t begin with an earnings miss or a Federal Reserve surprise. It began with a thought experiment on Substack.
Glass House Analysis
Central bank policy decisions made in boardrooms cascade through the economy in ways that touch everyone. A quarter-point rate change might seem abstract, but it determines whether young families can afford homes, whether businesses can afford to hire, and whether retirees see meaningful returns on their savings. The tension between fighting inflation and maintaining employment represents a fundamental tradeoff in economic policy—one that invariably creates winners and losers.
Corporate decisions reverberate through local communities—a merger might mean headquarters relocating, a restructuring could eliminate jobs, and strategic shifts affect suppliers and service providers in countless towns. Behind quarterly earnings numbers are real employment decisions, investment choices, and community impacts that shape the economic landscape of regions across the country.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
Enjoyed this analysis?
Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.
No spam. Unsubscribe anytime.
More Stories
Trump says he'd 'love not to' attack Iran, 'but sometimes you have to'
President Donald Trump expressed frustration at Iran's refusal to comply with American demands to curb its nuclear program.
Trump blacklists Anthropic, opening the door to Elon Musk and xAI
Grok will let its model be used for classified purposes, while Anthropic has balked at the idea that its products could be used for mass surveillance.
Stocks Slide as Wholesale Inflation Heats Up | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Bailey Lipschultz, Carol Massar and Tim Stenovec. (Source:...
After 46 years working, I’m not retiring — instead, I take a vacation every month. Is that a good life in your 70s?
“I’ve owned my own company for the last 15 years. It’s worth $8.5 million.”