Last year I added cryptocurrencies and private credit to the coverage. What should I add this Fall?

The erosion of exorbitant privilege:

Insurance non-renewals due to climate change, from NYT:

as costs from climate change rise:

Source: ClimateCentral accessed 8/17/2026. (Note: This data used to be provided by the US government pre-Trump 2.0).

Asset bubble or boom?

Source: Shiller.