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Nilesh Jasani
·
January 3, 2026
Silicon Shock: The Big ‘26 Theme
AI token demand has gone parabolic; supply stayed linear. Cascading impacts could be similar to the 1970s oil shock.
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Our Latest Articles
Nilesh Jasani
·
November 9, 2026
Know Thy Pessimists
Markets have turned into a protest against new intelligence. The marchers share only a chant. Parsing pessimism for a better guide to risks and opportunities.
Nilesh Jasani
·
November 1, 2026
Where Every Day Is Results Day
Notes on the devolution of the fundamental investor and how Asia's largest stocks have turned the world's US after-hours proxy
Nilesh Jasani
·
October 24, 2026
Big Theme: Quantity Ahoy
AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.
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