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...
Alex HaseldineDec 5, 20235 minStrategy & Economics PostsFours 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...
Jonathan WilmotSep 28, 20226 minStrategy & Economics PostsWhen the Fed Panics What Does the Market Do?Panic is the short answer. Some thoughts on the longer answer below…..
Alex HaseldineSep 1, 20221 minStrategy & Economics PostsSuper-Bubble?We love Jeremy Grantham’s work but we are not so sure that the current environment really qualifies as a super-bubble...