Author Archives: Nigel Trimmer

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

AI’s Power Hunger Meets a Brittle Grid

Debt Fueled AI Boom Meets a Fragility Test

Cracks in the Credit Market Could Be a Warning for Wall Street

New homes: even if you build them, there’s no one to buy them