"For now, markets are trading headline to headline. Much will depend on whether tensions stabilize—or whether this proves to be the start of a more prolonged disruption to global supply.”
"Currently the market is in a hysteria where it thinks that AI will eat everything.”
“India has moved from a beta play to an alpha play.”
"Like a talented magician cold reading an awestruck mark, skilled market commentators can seem prescient, knowledgeable and accurate without ever saying anything meaningful. It is easy to be critical of this behaviour, but it is an inescapable feature of the financial market machine. Everyone wants predictions about an impossibly complex and chaotic future, and there are not many ways in which to meet that expectation.”
"For now, markets are trading headline to headline. Much will depend on whether tensions stabilize—or whether this proves to be the start of a more prolonged disruption to global supply.”
"Currently the market is in a hysteria where it thinks that AI will eat everything.”
“India has moved from a beta play to an alpha play.”
"Like a talented magician cold reading an awestruck mark, skilled market commentators can seem prescient, knowledgeable and accurate without ever saying anything meaningful. It is easy to be critical of this behaviour, but it is an inescapable feature of the financial market machine. Everyone wants predictions about an impossibly complex and chaotic future, and there are not many ways in which to meet that expectation.”