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  • Writer's pictureJonathan Wilmot

Exuberant But Not Irrational?

Nvidia's Stock price has gone up more than seven-fold since Chat GPT burst on the AI scene. So have One-year Forward earnings.....

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Apres Moi Le Deluge (2027)

Post Election UK and French Update (7pm 9th July) The UK still looks like an island of stability for the next 5 years, albeit with the emergence of Reform as a major disruptive force. France still lo

Who Can Govern France?

Things fall apart; the centre cannot hold; Mere anarchy is loosed upon the world, WB Yeats: The Second Coming (1920) France and the UK have traded places. Not long ago our new Prime Minister Liz Truss


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