Author Archives: Nigel Trimmer

Retiring on borrowed bitcoin courts quiet ruin

Bubbles Measure Heat, Not Time

Crypto’s 1.2 trillion purge exposes fragile liquidity

Crypto’s Fragility Test: Leverage Meets Reality

Consensus Fed cuts expose a fragile market core

Markets Priced for Mild Winters Face AMOC Risk

Tech sell-off exposes fragile bet on US rate cuts

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