Author Archives: Nigel Trimmer

Is the S&P 500 Engineering Its Own Lost Decade?

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