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Nvidia is AI, but only for so long

28.08.2025 10

Jonathan Guilford

Money solves less than half of Intel’s problems

18.08.2025 10

Jonathan Guilford

Facebook teaches early lesson in unbounded AI risk

14.08.2025 20

Jonathan Guilford

Buyout barons risk too much of a good thing

Jonathan Guilford

Backseat driver throws GM into lower gear

Jonathan Guilford

Pentagon digs deep to mine SPAC of last resort

Jonathan Guilford

Elon Musk turns Tesla’s political risk dial to 11

Jonathan Guilford

Elon Musk has a lot to lose in Trump brawl: podcast

Jonathan Guilford

Trump’s Saudi victory lap belies AI fears

15.05.2025 10

Jonathan Guilford

Buyout barons struggle to heed Buffett doctrine

Jonathan Guilford

Buffett’s $350 bln parting gift is double-edged: podcast

Jonathan Guilford

GM’s financial auguries echo beyond Wall Street

Jonathan Guilford

Buyout barons are finance now, for good and ill

Jonathan Guilford

Klarna tests the waters for a ‘normal’ IPO: podcast

Jonathan Guilford

Silver Lake’s sharp elbows risk being dislocated

Jonathan Guilford

Klarna tests the waters for a ‘normal’ IPO: podcast

Jonathan Guilford

US auto tariffs zoom past economic speed limit

Jonathan Guilford

US markets’ exceptionalism goes into reverse: podcast

21.03.2025 10

Jonathan Guilford

Germany’s fiscal pivot gives Europe rare hope: podcast

Jonathan Guilford

Mark Carney gives Davos Man a shot at redemption

Jonathan Guilford

China’s AI catch-up begins to look inevitable: podcast

07.03.2025 10

Jonathan Guilford

Tesla's future may be more GM than OMG

Jonathan Guilford

BlackRock gets bargain berth in Panama trade storm

Jonathan Guilford

Tesla's future may be more GM than OMG

05.03.2025 80

Jonathan Guilford

Unpredictable White House vexes CEOs everywhere: podcast

Jonathan Guilford

GM illuminates good times before they stop rolling

28.02.2025 10

Jonathan Guilford

Japan’s M&A wave is just getting started: podcast

Jonathan Guilford

Torrid AppLovin reignites scorching PAIR trade

Jonathan Guilford

Buyout barons’ evergreen rush is risky money tree

Jonathan Guilford

Elon Musk vs OpenAI is founder’s syndrome gone mad

12.02.2025 20

Jonathan Guilford

Blackstone safely stays in its own high-speed lane

Jonathan Guilford

US tariff posturing is dangerous game of chicken: podcast

Jonathan Guilford

Trump trustbusters flash a clear M&A signal

01.02.2025 10

Jonathan Guilford

DeepSeek scrambles AI development reasoning: podcast

31.01.2025 30

Jonathan Guilford

Elon Musk dangerously overrides Tesla’s autopilot

31.01.2025 10

Jonathan Guilford

Larry Fink’s legacy project is a work in progress

Jonathan Guilford

US Steel now all about striking while iron is hot

Jonathan Guilford

Trump’s day-one flurry buries plenty: podcast

24.01.2025 10

Jonathan Guilford

Apollo’s Japan deal will require buyout black belt

Jonathan Guilford

Altered states will rule in 2025: podcast

10.01.2025 30

Jonathan Guilford

Insurers will stake their claim in private credit

Jonathan Guilford

Why private credit is shrinking as it booms: podcast

19.12.2024 10

Jonathan Guilford

Brookfield’s simpler structure adds layer of rigor

Jonathan Guilford

Drugmakers brace for US political side effects: podcast

05.12.2024 10

Jonathan Guilford

BlackRock’s HPS deal seals Netflix-like strategy

Jonathan Guilford

Buyout barons salivate over uncertain wealth prize

Jonathan Guilford

Trump 2.0: taxes, tensions, tariffs, turbulence: podcast

07.11.2024 10

Jonathan Guilford

Breakingviews: Ford’s ride-the-brakes strategy is hard to steer

Jonathan Guilford

Banks look for new normal, find they don’t need it

Jonathan Guilford

Tesla chooses a harder set of unanswered questions

12.10.2024 10

Jonathan Guilford