Jonathan WilmotFeb 294 minStrategy & Economics PostsWhat Could Possibly Go Wrong? A quick update of World Wealth and the US Real Equity Return Cycle.
Jonathan WilmotFeb 271 minStrategy & 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 WilmotMay 29, 20230 minPast PublicationsThe Missing LinkIn Narrative Economics Robert Shiller documents how asset prices are often driven by stories: narratives that may be true, half true or....