The Squeeze

January 21, 2025
The risk of mixing politics and business
The Squeeze: Tesla shares have a political halo right now, but these don't last forever
January 14, 2025
Why bond yields are rising
The Squeeze: UK and US interest rates are rising but for different reasons
January 07, 2025
Why CEOs are bad economic forecasters
The Squeeze: Elon Musk's recession predictions say more about Tesla than the US economy
December 24, 2024
Why Nvidia has a concentration problem
The Squeeze: Just four customers make up 50 per cent of Nvidia's revenue, and they are predictable names
December 17, 2024
The US stock market is increasingly politicised
The Squeeze: The swing in specific stock valuations since the US election is not indicative of free market capitalism
December 03, 2024
Why trade deficits are a sign of strength
The Squeeze: Protectionists say deficits are bad for the economy, but they are just a symptom of growth
November 26, 2024
Why the stock market loves the Argentinian president
The Squeeze: Javier Milei's radical libertarian reforms have led to a surge in Argentinian asset prices
November 19, 2024
Markets aren't expecting a 'Maga' revolution
The Squeeze: The S&P 500 isn't pricing in a trade war between the US and China
November 12, 2024
Why Trump can't bully the bond market
The Squeeze: Markets correctly predicted his victory but now they say he could cause the one thing voters hate the most
November 05, 2024
Why contrarianism is a profitable strategy
The Squeeze: Simple narratives move markets, but the world is rarely that predictable

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