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Sep 24, 20250 min read
Sep 2, 20250 min read
Heroic Expectations
29 August 2025 Earlier this month following the Microsoft and Meta results we discussed AI and the spiraling cost model. The key...
Aug 29, 20253 min read
Fire in the (Jackson) Hole
20 August 2025 The upcoming Jackson Hole meeting will be the last one for Jay Powell as Fed Chair. The big picture question is whether...
Aug 20, 20253 min read
Boom Or Doom?
07 August 2025 In late June we argued that “although the unemployment rate remains low, partial indicators of the labour market (job...
Aug 7, 20253 min read
AI & the Spiraling Cost Model
31 July 2025 The much-anticipated quarterly results from Microsoft and Meta were considerably stronger than expected (+9% and +7% on the...
Jul 31, 20253 min read
Jun 27, 20250 min read
Crude Reality
17 June 2025 Ironically, we had been doing work on oil and gas prior to the Isreal-Iran episode last Friday. Recent underperformance of...
Jun 17, 20253 min read
May 24, 20250 min read
May 24, 20250 min read
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