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 WilmotNov 5, 20230 minPast PublicationsThe Missing WordChairman Powell’s FOMC press conference last Wednesday lit a touch paper to bond and stock prices globally.
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....
Federico FontanaJan 19, 20233 minStrategy & Economics PostsLet's Chat About ChatGPTChatGPT is a great example of how man and machine can be even more powerful than either man or machine.