Jonathan WilmotFeb 271 min readStrategy & Economics PostsWhat a Difference an AI Makes Nvidia latest earnings report had more market impact than all of last week's busy macro calendar put together...
Jonathan WilmotDec 7, 20210 min readPast PublicationsDreams, Memes and NightmaresEven before Omicron surfaced there had been a deep and wide correction to most of the meme stocks, as well as the “transformation” stocks..