Author Archives: Nigel Trimmer

AI bubble math hides a bigger market fragility

AI capex flywheel shows stress fractures

GDP – AI = 0? Productivity, Tariffs, and Hidden Risks

Three-Week Shutdown Could Push Jobless Rate To 4.7%: Report

Fearless Markets Are Quietly Loading the Spring

PCE Calm Masks Tariff Shock And AI Capex Fragility

AI Will Shrink Public Markets Before It Enriches Them

America’s Water Has A Hidden Liability Investors Miss

Power Prices Expose a Fragile American Grid

Debt Gravity and the Seven Fault Lines Exposed

Soft landing, hard selloff: the Fed’s paradox for stocks

UK borrowing overshoot exposes fragile fiscal rules

The Hidden Leverage Engine Behind Private Credit

BoE slows QT. The fragility is the message

Apollo taps insurers with a complex 10 billion credit pipe