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 WilmotJan 26, 20220 minPast PublicationsA Pivotal DayFear and loathing has spread like wildfire in risk asset markets since the Fed "surprised" investors by looking beyond the end of QE...
Jonathan WilmotDec 7, 20210 minPast PublicationsDreams, Memes and NightmaresEven before Omicron surfaced there had been a deep and wide correction to most of the meme stocks, as well as the “transformation” stocks..