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Compute’s 1983 Moment

Published on: 21/05/2026

Issue 46: CME is launching compute futures. The real question is who controls the benchmark underneath, and four camps are fighting for it.

The Forces Shaping Markets This Year

Published on: 15/01/2026

Issue 40: A macroeconomic and markets outlook for 2026, from growth, inflation and policy to AI, stocks, bonds, crypto, commodities and the key risks.

Updating Your Model: Markets and Mindsets for 2025

Published on: 23/01/2025

Issue 22: A guide to the market landscape for 2025, and why Richard Feynman’s approach to un-becoming is the ultimate competitive advantage.

Default to Optimism: Lessons from the Arena

Published on: 14/11/2024

Issue 19: Why Theodore Roosevelt's "Man in the Arena" is the ultimate mindset, the return of Donald Trump, and the power of positive defaults.

The Truth About Growth Mindsets and Market Pivots

Published on: 05/09/2024

Issue 14: Debunking growth mindset clichés and the psychology of success avoidance, plus surviving September volatility and the first rate cut.

Is the US Recession Here?

Published on: 08/08/2024

Issue 12: The US recession indicators, the yen carry trade unwind and what drove the selloff, plus Roger Federer on why perfection is impossible.

Mastering the Day While Markets Shift

Published on: 08/02/2024

Issue 1: Why competence matters less than confidence, a framework for mastering your daily tasks, and what's next for China's struggling economy.