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Explore past analyses


[Essay] AI needs consultants

[Essay] AI needs consultants

Apr 2, 2026

[Analysis] Macroeconomics (March 2026)

[Analysis] Macroeconomics (March 2026)

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Oracle rents the future

Oracle rents the future

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[Analysis] The disruption of the German car industry

[Analysis] The disruption of the German car industry

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[Essay] AI - The End of the Beginning. A Case for Optimism.

[Essay] AI - The End of the Beginning. A Case for Optimism.

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👟 The Great Nike Reset

👟 The Great Nike Reset

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📈 The Two-Broker Strategy

📈 The Two-Broker Strategy

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Apple (AAPL)

Apple (AAPL)

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