All Work

Omor Ibne Ehsan

Fed’s Long-Term Inflation Forecast Hits 19-Year High

For much of the past two years, Wall Street treated long-run inflation expectations as the boring part of the macro story. Short-run prints whipped around. The five-year horizon stayed anchored. That assumption broke this…

Omor Ibne Ehsan · 4 months ago

NVIDIA Could 10X Its Sales. One Bottleneck Is Stopping It

Gavin Baker, the tech investor whose track record gives him an audience whenever he sits down with Patrick O’Shaughnessy, floated a number on a recent podcast that should make anyone modeling NVIDIA’s (NASDAQ:NVDA |…

Omor Ibne Ehsan · 4 months ago