The Hegemony of Hardware and the Death of Globalized Arbitrage
Geopolitics significantly impacts financial markets and investor strategies.
Author: Elias Vance
Data Scientist and Chief Research Analyst for ideapips, focusing on the long-term impact of AI on global financial markets. He holds a Ph.D. in Computational Finance and specializes in translating complex market models into actionable public insights.
The Gold Record That Smells Like a Liquidity Trap
Analyze the complexities of today’s financial markets.
Premium Cabin Cannibalization and the $6 Billion Bet on Flying Fewer People
Aviation trends are shifting towards enhanced passenger comfort and space.
Obesity Pills and Nuclear Data Centers Define the 2025 Market Pivot
This analysis covers key market trends involving Novo Nordisk and EVs.
Why Central Bank Gold Hoarding Just Broke the 100 Year Correlation
Gold prices are surging due to diverging central bank policies.
The Brutal Math of Javier Milei’s Great Argentine Experiment
President Milei outlines his vision for Argentina’s economy.
The Six Thousand Floor and the Math of a Controlled Descent
This article discusses the implications of a soft landing on major indices.
Evaluating the Sustainability of Risk Asset Gains
Analyzing the sustainability of risk asset gains is crucial for investors.
Why the Davos Consensus Failed to Prevent the 2025 Liquidity Trap
Insights on global cooperation from the World Economic Forum.
The Five Hundred Billion Dollar Backlog Mirage
Oracle faces scrutiny as AI investments surge and concerns rise.