investment thesis
Decoding the AI Boom: Why a 1.1% Figure from JPMorgan is a Tectonic Shift for the US Economy
A key correction from JPMorgan reveals a stunning fact: AI spending drove over half of U.S. GDP growth in H1 2023. We decode what this means.
Solving the Market: What the FT Crossword Reveals About Modern Investing
Discover how the logic of solving a cryptic crossword can provide a powerful framework for navigating the complexities of modern finance, investing, and the economy.
The ‘Run Away’ Economy: Decoding Competing Plotlines in Your Investment Portfolio
Like a Harlan Coben thriller, today’s economy is full of twists. Learn to navigate the competing plotlines and secure your financial future.
Solving the Market: What the FT Crossword Teaches Us About Modern Finance
Viewing the economy as a complex crossword puzzle can unlock new insights into investing, fintech, and macroeconomic trends.
Apollo’s Billion-Dollar Warning: Why a Finance Titan is Betting Against the Software Industry
A financial giant is betting against software debt, signaling a major shift in how AI is viewed as a threat to the tech industry’s established business models.
The Day Tripper Principle: How a Beatles Riff Unlocks the Code to Modern Investing and Finance
The Beatles’ “Day Tripper” riff offers a powerful metaphor for success in modern finance, investing, and business, revealing the keys to a winning strategy.
The Ghost in the Machine: Decoding the Investment Signals in Waterstones’ AI Gambit
Waterstones’ CEO says they would sell AI books if labelled. This is a key signal for investors about disruption in the creative economy and beyond.
The Innovation Cartel: Why Wall Street Should Bet Against the Ivory Tower
The old model of elite-driven innovation is failing. For investors and leaders, the future of economic growth lies in open, decentralized ecosystems.
Is Merlin Entertainments a Risky “Cha Cha Chance” for Investors?
Is entertainment giant Merlin Entertainments a sound investment or a risky gamble? This analysis deconstructs the company’s financial journey and future.
Unleashed: Why the UK’s Vet Crackdown is a Red Flag for Investors
The UK’s competition watchdog is cracking down on the vet industry, a move that signals major regulatory risk for private equity investors in all sectors.