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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
34 views


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
4 views


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
21 views


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
33 views
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