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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
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The Missing Word
Chairman Powell’s FOMC press conference last Wednesday lit a touch paper to bond and stock prices globally.

Jonathan Wilmot
Nov 5, 20230 min read
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The Missing Link
In Narrative Economics Robert Shiller documents how asset prices are often driven by stories: narratives that may be true, half true or....

Jonathan Wilmot
May 29, 20230 min read
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Let's Chat About ChatGPT
ChatGPT is a great example of how man and machine can be even more powerful than either man or machine.

Federico Fontana
Jan 19, 20233 min read
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