02/22/2023

Strategy blog: Peak or plateau?

Improved supply conditions are visible in the supply-chain data chronicled in earlier posts, and in the firmer participation rates in the US labour market reports.

02/20/2023

The coy mistress

The advances of AI (I use the abbreviation for succinctness, rather than a forlorn attempt to appear clever) are extraordinary, have only just begun and open to considerable doubt.