Our weekly
Market Pulses

Most recent
December 14, 2023

Inflation’s bumpy ride, a beauty premium and… why it pays to follow your gut

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Most recent
December 7, 2023

A November rally, the importance of macro and a trio of models from Alphabet

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Most recent
November 30, 2023

An innovator’s dilemma, GPT-based stock picking and IPO Season

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Most recent
November 22, 2023

OpenAI and fiduciary duties, AGI timing and investment accounts for all the children

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Most recent
November 17, 2023

Macro Narratives, Green vs Blue Bubbles and Global Indexes are Becoming Less…Global

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Most recent
November 9, 2023

Auto insurers and autonomous vehicles, a political sequel and a witty AI

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Most recent
November 3, 2023

Better gender balance, too much dry powder and disruption in the transport sector

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Most recent
October 27, 2023

Earnings season anxiety, cloud wars and… an unloved sector

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Most recent
October 16, 2023

Weight loss economics

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Most recent
October 9, 2023

Booming US jobs, the new kings of finance and a hybrid smartwatch

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Most recent
October 2, 2023

A very special Sidekick announcement, plus Adidas sprinting ahead, recency bias, and Amazon’s bet on Anthropic

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