Something Good for the Month

January 2026

Read. Reflect. Re-energize.

OakTree Capital | Is It a Bubble?

Ours is a remarkable moment in world history. A transformative technology is ascending, and its supporters claim it will forever change the world. To build it requires companies to invest a sum of money unlike anything in living memory. News reports are filled with widespread fears that America’s biggest corporations are propping up a bubble that will soon pop.


Bloomberg | Masters in Business: Perscient’s Ben Hunt

Barry speaks with Ben Hunt is president and co-founder of Perscient, an AI research firm and software company that pioneered the use of language models and unstructured data analysis for investment strategies. They discussed how emerging narratives move a market, and how AI has revolutionized Perscient’s computing power.


Visual Capitalist | Mapped: The Maximum Extent of the Roman Empire in 117 AD

This infographic map shows the Roman Empire’s maximum territorial extent under Emperor Trajan in 117 AD—when Rome controlled more land than at any other point in its history.


YouTube | A Revolution is Coming! – Jimmy Carr

Jimmy Carr is a British comedian, writer, and television host known for his dark humour.


Instagram | A new Reddit-like platform called Moltbook went live 72 hours ago. The wild thing is that it is not made for people. It is built for AI agents to post, reply, and talk to each other directly.

This is one of those internet moments that feels small at first, then suddenly everyone is watching.


Instagram | It has only been 96 hours since Moltbook launched, and what AI agents are posting already feels unreal.

It has only been 96 hours since Moltbook launched, and what AI agents are posting already feels unreal.

Fortune | Top AI leaders are begging people not to use Moltbook, a social media platform for AI agents: It’s a ‘disaster waiting to happen

Moltbook has marketed itself as a thriving ecosystem of 1.5 million autonomous AI agents, but it might have a darker side.


Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.

The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.

The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

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