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What 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 Wilmot
Feb 27, 20241 min read


Fours 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...
Alex Haseldine
Dec 5, 20235 min read


A Pivotal Day
Fear and loathing has spread like wildfire in risk asset markets since the Fed "surprised" investors by looking beyond the end of QE...

Jonathan Wilmot
Jan 26, 20220 min read


Dreams, Memes and Nightmares
Even before Omicron surfaced there had been a deep and wide correction to most of the meme stocks, as well as the “transformation” stocks..

Jonathan Wilmot
Dec 7, 20210 min read
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