Author Archives: Nigel Trimmer

Are America’s Corporate Boards Ready for AI?

AI’s Bottleneck Is Not Chips, It Is Electricians

When Deterrence Dies, Risk Reprices Overnight

The GPU Monopoly Is Now A Systemic Risk

Epoch Of Change

Private Ratings Are the Weak Link in Credit Boom

Not Just An AI Bubble: What Is Really At Risk

Beware the three Ls: leverage, liquidity and lunacy

Fed policy could spark a melt-up, not a soft landing

Are bubbles good, actually?

AI boom meets its oldest risk: bottlenecks and base rates

When AI Meets Bureaucracy, Productivity Falls

The Hidden Math of PIK: Liquidity Now, Risk Later

Deutsche Bank’s 10-year short flags a bigger fracture

When Earnings Beats Become a Liability