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News On Demand, For Those On The Go
Copy of DeepSeek’s Long Awaited Release Falls Short of Expectations; China Unwinds Meta’s $2Bn Acquisition of Manus AI; & OpenAI Reneges On Exclusivity Deal With Microsoft
The latest headlines show four very different versions of power at work: AI capability, Chinese regulatory control, industrial earnings, and the corporate rules shaping the OpenAI-Microsoft alliance. DeepSeek’s new V4 model is cheaper and more mature, but still not enough to erase the U.S. lead in frontier AI; China has blocked Meta’s $2 billion Manus takeover; China’s industrial profits are rising even as the Iran war adds pressure to the economy; and OpenAI and Microsoft ha
5 min read
DeepSeek’s Long Awaited Release Falls Short of Expectations; China Unwinds Meta’s $2Bn Acquisition of Manus AI; & OpenAI Reneges On Exclusivity Deal With Microsoft
The latest headlines show four very different versions of power at work: AI capability, Chinese regulatory control, industrial earnings, and the corporate rules shaping the OpenAI-Microsoft alliance. DeepSeek’s new V4 model is cheaper and more mature, but still not enough to erase the U.S. lead in frontier AI; China has blocked Meta’s $2 billion Manus takeover; China’s industrial profits are rising even as the Iran war adds pressure to the economy; and OpenAI and Microsoft ha
5 min read
The Nigerian Stock Market's $4 Billion Weekly Gains; Intel's Stock, The Gift That Keeps On Giving; Another Failed Presidential Assassination Attempt
Markets are rallying, companies are staging comebacks, and geopolitical tensions are quietly reshaping the global landscape. Nigeria’s equities market is in the spotlight after a historic ₦5.51 trillion weekly gain on the Nigerian Exchange, signaling renewed investor confidence. In the U.S., Intel is pulling off a remarkable turnaround, with its stock surging to record highs on the back of AI momentum and strong earnings. But it’s not all market optimism, security concerns ha
5 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
From Manger to Markets: An analysis of Christmas’ Commercial Takeover
Has Capitalism Devoured Christmas? Underneath the bustle of the German Christmas markets, the pouring of mulled wine and hot chocolate, the wrapping of selected trinkets, and the voices of the choir singing Christmas carols, is the faint, almost imperceptible, constant pinging of successful transactions, whether it be Apple Pay, Google Pay, cash, or a physical card. That sound is the evidence of the “Golden Quarter” in full swing, and the silent prevalence of the second r
11 min read
Copy of DeepSeek’s Long Awaited Release Falls Short of Expectations; China Unwinds Meta’s $2Bn Acquisition of Manus AI; & OpenAI Reneges On Exclusivity Deal With Microsoft
The latest headlines show four very different versions of power at work: AI capability, Chinese regulatory control, industrial earnings, and the corporate rules shaping the OpenAI-Microsoft alliance. DeepSeek’s new V4 model is cheaper and more mature, but still not enough to erase the U.S. lead in frontier AI; China has blocked Meta’s $2 billion Manus takeover; China’s industrial profits are rising even as the Iran war adds pressure to the economy; and OpenAI and Microsoft ha
5 min read
DeepSeek’s Long Awaited Release Falls Short of Expectations; China Unwinds Meta’s $2Bn Acquisition of Manus AI; & OpenAI Reneges On Exclusivity Deal With Microsoft
The latest headlines show four very different versions of power at work: AI capability, Chinese regulatory control, industrial earnings, and the corporate rules shaping the OpenAI-Microsoft alliance. DeepSeek’s new V4 model is cheaper and more mature, but still not enough to erase the U.S. lead in frontier AI; China has blocked Meta’s $2 billion Manus takeover; China’s industrial profits are rising even as the Iran war adds pressure to the economy; and OpenAI and Microsoft ha
5 min read
The Nigerian Stock Market's $4 Billion Weekly Gains; Intel's Stock, The Gift That Keeps On Giving; Another Failed Presidential Assassination Attempt
Markets are rallying, companies are staging comebacks, and geopolitical tensions are quietly reshaping the global landscape. Nigeria’s equities market is in the spotlight after a historic ₦5.51 trillion weekly gain on the Nigerian Exchange, signaling renewed investor confidence. In the U.S., Intel is pulling off a remarkable turnaround, with its stock surging to record highs on the back of AI momentum and strong earnings. But it’s not all market optimism, security concerns ha
5 min read
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