Monte Uli·May 25Investors Are Watching Chips, but They May Be Underestimating MinesThe AI race looks like a story about Nvidia, GPUs, data centers, and software. But every new server cluster starts with more than a chip…
Elliot Pradhana·Apr 13Elliot Pradhana: Positioning Ahead of the ConsensusWelcome to my Medium column. I am Elliot Pradhana, Indonesia CEO at Amundi S.A.. Over the last 32 years, I’ve managed over $1B in AUM…
Kieran Winterbourne·Feb 18The Discount Rate Rules Everything: Why the 10-Year Yield Is Market GravityMarkets can look calm at the close and still be violently unstable beneath the surface. When leadership rotates, when “great earnings”…
Iván Quinteraz Mavella·Jan 16Who I Am and What I Build at Toltevia Finance AcademyMy name is Iván Quinteraz Mavella, and I am the Founder and Dean of Toltevia Finance Academy.
InInvestor’s HandbookbyNoel Johnson·May 2, 2025Ray Dalio vs. Warren Buffett: Two Titans, Two Paths to Building WealthWhat Happens When a Value Investor Meets a Global Macro ThinkerA response icon4
