Publications
Articles and analysis on markets, companies, the economy and technology, with a focus on the context behind the headlines.
Markets and Earnings
Seizing the Initiative: The Tanks of Artificial Intelligence
Markets and Earnings
Gavin Baker: Who Invests in the Scarcity of Artificial Intelligence
Markets and Earnings
Tesla-SpaceX: Who Gains from the Premium, the Control and the Terms
Markets and Earnings
The Two Gladiators
Markets and Earnings
The Ronin Among the Samurai
Markets and Earnings
Chris Camillo and Social Arbitrage
Macro, Fed and Rates
Apocalypse Now: Colonel Kurtz, Oil Above $110, and the Threshold the Federal Reserve Has Not Yet Declared Before the October 28 Meeting
Appearances
The Absurd Scale of AI Spending and the Cost of Financing It
Markets and Earnings
Hot Inflation and Expensive AI Infrastructure Debt
Markets and Earnings