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My perspective on markets, the economy and events that matter to investors.
Articles found: 8 of 8
For more than 70 years, a nickel was the familiar price of Coca-Cola. Today, a can’s price depends on the retailer, package and promotion. The story illustrates changing purchasing power — and why one product…
Polymarket contract prices offer an intriguing map of expectations: expensive money in the US, a large gap between Anthropic and OpenAI listing scenarios, and cautious pricing of geopolitical de-escalation.…
A dividend yield near 1.1% and forward P/E of 19.2 send different signals. A detailed analysis of distributions, historical valuations, buybacks and earnings sensitivity.
Belarus, Russia and documented migration pressure on NATO’s eastern flank: a map of routes and events, 2021–2026 statistics, Poland’s response, and economic and humanitarian consequences.
Operating losses, cash burn and negative free cash flow are not interchangeable. An analysis of OpenAI and Anthropic’s funding and the limits of comparing their financial performance.
The development of artificial intelligence is rapidly increasing the importance of computing infrastructure, particularly specialised GPU accelerators used for training and inference. Computing power,…
Military risk has particular significance for an investor in Poland: the same shock could affect equities, the currency, borrowing costs and household income security simultaneously. The possibility of an…
Indonesia has several features investors seek in emerging markets: a large domestic market, substantial investment needs and a significant role in global commodity supply chains. Yet an attractive story about…
Posts reflect the author’s personal views as of publication. They are not investment recommendations.
Market commentary
My perspective on markets, the economy and events that matter to investors.
Article archive
Articles found: 8 of 8
Coca-Cola and the history of US inflation: lessons from the five-cent price
For more than 70 years, a nickel was the familiar price of Coca-Cola. Today, a can’s price depends on the retailer, package and promotion. The story illustrates changing purchasing power — and why one product…
Read articlePolymarket: expensive money, AI listings and geopolitical bets
Polymarket contract prices offer an intriguing map of expectations: expensive money in the US, a large gap between Anthropic and OpenAI listing scenarios, and cautious pricing of geopolitical de-escalation.…
Read articleS&P 500: dividends near historical lows, forward P/E across decades
A dividend yield near 1.1% and forward P/E of 19.2 send different signals. A detailed analysis of distributions, historical valuations, buybacks and earnings sensitivity.
Read articleMigration Wars: Eastern NATO Front
Belarus, Russia and documented migration pressure on NATO’s eastern flank: a map of routes and events, 2021–2026 statistics, Poland’s response, and economic and humanitarian consequences.
Read articleOpenAI and Anthropic’s losses: the economics of the frontier-model race and the challenge of comparing financial data
Operating losses, cash burn and negative free cash flow are not interchangeable. An analysis of OpenAI and Anthropic’s funding and the limits of comparing their financial performance.
Read articleCompute as a potential new asset class — the financialisation of computing power in the AI economy
The development of artificial intelligence is rapidly increasing the importance of computing infrastructure, particularly specialised GPU accelerators used for training and inference. Computing power,…
Read articleThe risk of an attack on NATO’s eastern flank
Military risk has particular significance for an investor in Poland: the same shock could affect equities, the currency, borrowing costs and household income security simultaneously. The possibility of an…
Read articleIndonesia: economic potential meets equity-market risk
Indonesia has several features investors seek in emerging markets: a large domestic market, substantial investment needs and a significant role in global commodity supply chains. Yet an attractive story about…
Read articlePosts reflect the author’s personal views as of publication. They are not investment recommendations.