Rubrik | Adobe | AI Barbell | Macro Insights
Barbell approach to AI. Other bits and pieces
Markets | ‘Boiling the Frog’ Sell-Off
‘Trump Put’: Who’s Afraid of the Big Bad W-H?
US Jobs | Diffusion LLMs | Ricardian Vice | Iran Nuclear
A balancing act. Scott Bessant’s economic plan, Ricardian something
REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity
More debt without bank equity is a problem
Market Update | DALL-E’s DeepSeek Moment | Nvidia
If seeing is believing, don’t believe everything you see
SOM: Year Ahead 2025 | American Exceptionalism Just Starting
Will the rise of American’s economic exceptionalism continue under Trump?
US-China/EU Tariffs | Paul Tucker | Dani Rodrik
EU is next. Not all economists are international trade experts.
John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve
Trump tariffs and executive orders. What’s expected
US Macro | Higher For Longer
Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration
SOM Year Ahead: The Rise of American Exceptionalism And Trump
Best Long And Short Strategies 2025Q1