Jonathan Wilmot
What a Difference an AI Makes
Nvidia latest earnings report had more market impact than all of last week's busy macro calendar put together...
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Alex Haseldine
Dec 5, 20235 min read
Fours Reasons To Be Thankful
And two to be cautious. Reasons to be cheerful... Rate Shift: over the past 4-6 weeks markets have shifted rapidly towards the idea that...
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Jonathan Wilmot
Sep 28, 20226 min read
When the Fed Panics What Does the Market Do?
Panic is the short answer. Some thoughts on the longer answer below…..
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Alex Haseldine
Sep 1, 20221 min read
Super-Bubble?
We love Jeremy Grantham’s work but we are not so sure that the current environment really qualifies as a super-bubble...
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Jonathan Wilmot
Dec 7, 20210 min read
Dreams, Memes and Nightmares
Even before Omicron surfaced there had been a deep and wide correction to most of the meme stocks, as well as the “transformation” stocks..
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