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News On Demand, For Those On The Go
The Dow Slides on Oil’s Rise; ‘Buy The Dip’ Still Valid; and Anthropic Rises to $20bn Annual Revenues
The oil shock just shoved markets into the danger zone with the Dow Jones Industrial Average sliding more than 780 points as crude topped $80 a barrel , turning a geopolitical flare-up into a real market event. Still, retail traders aren’t spooked they kept buying through the chaos, a trend the Wall Street Journal says looks eerily familiar and stubborn. Meanwhile, one IPO could swallow the year: SpaceX is set to raise more in its offering than last year’s 90 IPOs comb
6 min read
OpenAI Lays With Dogs, Gets Up With Fleas; Seoul Sapping Selloff; and AI and the Rise of ‘HouseFishing’
OpenAI stepping into a Pentagon contract that Anthropic refused has ignited a fierce backlash app uninstalls spiked, staff defections followed, and users flocked to rival Claude as the debate over AI and the military turned into a consumer revolt . In markets, Seoul suffered a historic rout as the Iran war shock sent the Kospi tumbling and the won to multi-year lows, proving geopolitical risk can wipe half a trillion in days. Back home, would-be buyers are getting dupe
5 min read
Panic! At the Hormuz Strait; Nvidia, More Investor Than Chip Maker; Apple’s March Lineup and Gold’s Resurgence
The world’s most important oil chokepoint isn’t technically closed but Iran’s threats in the Strait of Hormuz are already shaking shipping, energy markets, and global risk sentiment. At the same time, Nvidia is pouring $4 billion into photonics suppliers to keep AI chips moving faster, while Apple just unveiled the iPhone 17e with its new A19 chip and upgraded modem. And as geopolitical tensions escalate, investors are sprinting to safety pushing gold past $5,400 a
5 min read
Anthropic Accuses Chinese AI Firms of Data Theft, OpenAI Strikes Consulting Deals, IBM Shares Plunge, and £40m Aircraft Fraud Ends in Jail
The global AI race is escalating into open confrontation after U.S. startup Anthropic accused Chinese rivals of industrial-scale intellectual property theft , alleging millions of exchanges were used to extract capabilities from its Claude chatbot . At the same time, OpenAI is deepening its enterprise push with multiyear partnerships with top consulting firms, aiming to embed AI agents into corporate workflows. Meanwhile, shares of IBM tumbled after Anthropic signaled it
6 min read
The Economics of Snowfall
A Deep Dive Into Who the Economic Winners and Losers are during Snowfall "The weather outside is frightful.” Frank Sinatra I was working from home on a random weekday when I took a break to look at the view from my apartment and let my mind wander. Whilst I watched people penguin walk and cars all but crawl, I settled on an interesting thought: who benefits and suffers the most financially when it snows? That question led me down an incredibly fascinating rabbit hole, t
16 min read
Your "Investment" Is Probably a Gamble. Here's How to Know for Sure.
The Differences between Dice, Deals & Dividends; "The market can remain irrational longer than you can remain solvent.” John Maynard Keynes I commonly get consulted for investment proposals, whereby people are asking of me where I believe is best for them to deploy their capital in order to get a financial return, and the first thing that I ask [after strongly indicating that I am not a financial advisor, and the entire conversation isn’t financial advice] what their time
22 min read
The Dow Slides on Oil’s Rise; ‘Buy The Dip’ Still Valid; and Anthropic Rises to $20bn Annual Revenues
The oil shock just shoved markets into the danger zone with the Dow Jones Industrial Average sliding more than 780 points as crude topped $80 a barrel , turning a geopolitical flare-up into a real market event. Still, retail traders aren’t spooked they kept buying through the chaos, a trend the Wall Street Journal says looks eerily familiar and stubborn. Meanwhile, one IPO could swallow the year: SpaceX is set to raise more in its offering than last year’s 90 IPOs comb
6 min read
OpenAI Lays With Dogs, Gets Up With Fleas; Seoul Sapping Selloff; and AI and the Rise of ‘HouseFishing’
OpenAI stepping into a Pentagon contract that Anthropic refused has ignited a fierce backlash app uninstalls spiked, staff defections followed, and users flocked to rival Claude as the debate over AI and the military turned into a consumer revolt . In markets, Seoul suffered a historic rout as the Iran war shock sent the Kospi tumbling and the won to multi-year lows, proving geopolitical risk can wipe half a trillion in days. Back home, would-be buyers are getting dupe
5 min read
Panic! At the Hormuz Strait; Nvidia, More Investor Than Chip Maker; Apple’s March Lineup and Gold’s Resurgence
The world’s most important oil chokepoint isn’t technically closed but Iran’s threats in the Strait of Hormuz are already shaking shipping, energy markets, and global risk sentiment. At the same time, Nvidia is pouring $4 billion into photonics suppliers to keep AI chips moving faster, while Apple just unveiled the iPhone 17e with its new A19 chip and upgraded modem. And as geopolitical tensions escalate, investors are sprinting to safety pushing gold past $5,400 a
5 min read
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