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Media Center
On Speculative Manias, AI & China
February 2, 2025 The current speculative episode in Artificial Intelligence (AI) has many parallels with the first Dot.Com bubble in...
Feb 2, 20253 min read
Jan 28, 20250 min read
Snakes and Ladders
January 23, 2025 January 29th will usher in the year of the snake. According to Chinese geomancy snakes hold complex and varied...
Jan 23, 20253 min read
Jan 22, 20250 min read
Make Volatility Even Greater Again
January 21, 2025 The prevailing bias among market participants ahead of and in the immediate aftermath of the November election was that...
Jan 21, 20253 min read
He came in like a Wrecking Ball
January 12, 2025 A key fear we have had for the performance of risk assets has been that the correlated rise in US Treasury yields and...
Jan 12, 20253 min read
The US Dollar Wrecking Ball
07 January 2025 Since 2023, our sense is that there have been a few major swings in macro trends (and narratives) that have caught...
Jan 6, 20253 min read
Dec 20, 20240 min read
Nov 22, 20240 min read
Nov 21, 20240 min read
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