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Losers

  • Artificial Intelligence, capital markets, Markets, Equities,
    July 29, 2026

    AI is dead. Long Live AI.

    Markets are all-a-wobble as the AI revolution morphs from a picks and shovels Klondike into a “who is going to make most money” proposition. About time. Who will be the winners and losers in the long-term. In the short-term there is going to be pain and losses as the current high-water retreats.

    read more
  • Trade, Conflict, Conflict, Banks, Central Banks, Geopolitics, Inflation, China, Germany,
    May 5, 2026

    Who will prove the eventual winners?

    The War/Not War in the Gulf rambles on – and the consequences mount. Careless markets are becoming anesthetised to the news – raising the risks of a shock destabilisation. The big question is what will follow? Who will be the winners from Trump’s misbegotten war?

    read more
  • AI, Markets, Capitalism, Artificial Intelligence, Economy,
    May 12, 2023

    Artificial Intelligence: who will be the winners and losers?

    “Prepare to be assimilated species 5618.”

    AI is dominating the headlines. Its either the greatest threat to mankind ever (as has been every economic revolution since someone discovered fire), or its going to make us all better off. The answer probably lies somewhere in the middle.. but it’s bound to raise uncertainty.

    read more

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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