What I read this week
8 stories that caught my eye this week and what I took from them.
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Could Advanced AI Drive…
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What I read this week
8 stories that caught my eye this week and what I took from them.
Subscribe now
Behind closed doors, Trump…
Riding the Dragon - Chinese equities
Chinese equities have halved since 2017, but so have earnings.
Why it matters: ‘Long China’ was the most consensus equity…
Is it 2000 for Russell?
The Russell 2000 has lagged the S&P 500 by ~25% over the past two years. Ouch!
Why it…
Future On Sale
Stocks that trade on the hope of profits in the future rather than today have had a good run, but…
AI under-hyped
There is a lot of hype about AI almost everywhere…but I see little evidence of it in financial markets.…
How much recession is priced in?
The bear market started over a year ago, but we still haven’t priced much of a recession.
Why it…
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