The British bond market is still kabuki theatre

Did the Bank of England’s quantitative tightening sink the Truss government? Or are higher bond yields an indictment of Labour’s economic mismanagement?

A chip in nine months is a meltup, not a meltdown

Hot Chips revealed an AI industry obsessed with speed – from Google’s new inference hardware to OpenAI designing its first custom chip in just nine months. Sam Volkering explains why accelerating productivity and a growing hardware shortage make him more bullish on the AI buildout, not less.

Nothing should surprise an investor

Investors suffer from recency bias. We presume the future will look like the recent past. But if you look back further, you might survive the coming crises.