This is the final Thoughts From The Divide. It arrives as markets transition — not collapsing or accelerating, just quietly rewriting the narrative that drove
A couple of weeks back, I mentioned the fact that both the Treasury Secretary and the President’s nominee for Fed Chair had both worked with/for
I often find myself wanting to discuss two or more interesting news stories, but struggle to find a pleasing way to link them. This week
I was tempted to write about the recent weakness in software stocks attributed to concerns that AI would eat their lunch, because the “SaaSpocalypse” is
I spent some time in Wisconsin last week (yes, it was cold), with a group of investors swapping ideas (and terrible jokes). The invite was
I’m getting on a bit these days, but the recent spat between the EU and US over Greenland reminded me of one of those rather
The word competition comes from the Latin competere, which combines com- (“with, together”) and petere (“to seek, strive, rush at”). It entered English via French
First things first, Happy New Year! I hope Santa brought all of you something fun and in tune with the Zeitgeist, like this chap! I’m
We have seen busier news weeks, but we’re not sure when we last saw a more interesting news week. Let’s start at the intersection of
Since William’s speech on the 21st November, the market had come to understand December was a done deal. It wasn’t just Williams’ reincarnating into a