Christoph Gisiger
@cgisiger.bsky.social
US correspondent for The Market NZZ
themarket.ch
themarket.ch
Reposted by Christoph Gisiger
Is wishful thinking one of AI's blind spots too?
Gemini has Davos 2026 over with already...
Gemini has Davos 2026 over with already...
January 16, 2026 at 12:19 PM
Is wishful thinking one of AI's blind spots too?
Gemini has Davos 2026 over with already...
Gemini has Davos 2026 over with already...
Reposted by Christoph Gisiger
Wall Street’s start to 2026 has been like the scripted first drive in a football game, the offense in rhythm with a balanced attack to take an early lead.
Everyone expects a "run it hot" economy and the market is rushing to price it in.
Can it stay this easy?
New column, free with email signup.
Everyone expects a "run it hot" economy and the market is rushing to price it in.
Can it stay this easy?
New column, free with email signup.
Wall Street's start to 2026 is going exactly according to plan. Are investors too confident?
Not only is the S&P 500 up 1.7% but the tape has broadened just as nearly every investor has been demanding, with the equal-weighted S&P ahead by almost twice as much.
www.cnbc.com
January 10, 2026 at 1:41 PM
Wall Street’s start to 2026 has been like the scripted first drive in a football game, the offense in rhythm with a balanced attack to take an early lead.
Everyone expects a "run it hot" economy and the market is rushing to price it in.
Can it stay this easy?
New column, free with email signup.
Everyone expects a "run it hot" economy and the market is rushing to price it in.
Can it stay this easy?
New column, free with email signup.
Reposted by Christoph Gisiger
Reposted by Christoph Gisiger
NEW POST: ‘Where Are The Hated Stocks?’ thefelderreport.com/2026/01/10/w...
'Where Are The Hated Stocks?'
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
STAT
Bloom...
thefelderreport.com
January 10, 2026 at 5:03 PM
NEW POST: ‘Where Are The Hated Stocks?’ thefelderreport.com/2026/01/10/w...
Reposted by Christoph Gisiger
Reposted by Christoph Gisiger
“I’m sure there’s a lot of people… who would like me to not tell the world that LLMs basically are a dead end when it comes to superintelligence. But I’m not gonna change my mind because some dude thinks I’m wrong... My integrity as a scientist cannot allow me to do this.” www.ft.com/content/e3c4...
Computer scientist Yann LeCun: ‘Intelligence really is about learning’
The AI pioneer on stepping down from Meta, the limits of large language models — and the launch of his new start-up
www.ft.com
January 2, 2026 at 4:28 PM
“I’m sure there’s a lot of people… who would like me to not tell the world that LLMs basically are a dead end when it comes to superintelligence. But I’m not gonna change my mind because some dude thinks I’m wrong... My integrity as a scientist cannot allow me to do this.” www.ft.com/content/e3c4...
Reposted by Christoph Gisiger
An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more (The Circuit on YouTube)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
January 2, 2026 at 4:30 PM
An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more (The Circuit on YouTube)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
Reposted by Christoph Gisiger
‘In 2025, small-dollar day traders and other everyday investors played a bigger role in more markets than ever before. They traded options, sent a new class of meme stocks to the moon and piled into the Mag Seven tech companies when the “smart money” got skittish.‘ www.wsj.com/finance/stoc...
Everyday Traders Go From Fringe Players to Dominant Market Force
Forget the GameStop frenzy four years ago—2025 was the year of the retail trader, with individual investors flexing their muscles and exerting more power over markets than ever before.
www.wsj.com
January 1, 2026 at 4:26 PM
‘In 2025, small-dollar day traders and other everyday investors played a bigger role in more markets than ever before. They traded options, sent a new class of meme stocks to the moon and piled into the Mag Seven tech companies when the “smart money” got skittish.‘ www.wsj.com/finance/stoc...
Reposted by Christoph Gisiger
Leaving 2025 like
December 31, 2025 at 11:49 PM
Leaving 2025 like
Reposted by Christoph Gisiger
a neat trick of some "enthusiast media" (fan blogs, influencers, etc.) is that they can spend years making a myth out of, say, their favorite CEO or brand, then turn around and become truthers who then try to undo the myth they caused everyone to believe and make money the WHOLE TIME.
December 31, 2025 at 7:12 PM
a neat trick of some "enthusiast media" (fan blogs, influencers, etc.) is that they can spend years making a myth out of, say, their favorite CEO or brand, then turn around and become truthers who then try to undo the myth they caused everyone to believe and make money the WHOLE TIME.
Reposted by Christoph Gisiger
We had a lengthy discussion on the air about his background and current view that the secular bull market is in a late phase, with valuations and macro conditions presenting a challaneging starting point for forward returns. See and read about it here...
Mike Santoli's long-time 'Mystery Broker' is revealed, says bull run 'going to end' within two years
"Mystery Broker" joined CNBC's Michael Santoli on "Closing Bell" Tuesday, where MB's identity was revealed to be David Snyder.
www.cnbc.com
December 30, 2025 at 9:21 PM
We had a lengthy discussion on the air about his background and current view that the secular bull market is in a late phase, with valuations and macro conditions presenting a challaneging starting point for forward returns. See and read about it here...
Reposted by Christoph Gisiger
Australia Admits All Those Animals Made Up https://theonion.com/australia-admits-all-those-animals-made-up/
December 30, 2025 at 3:00 PM
Australia Admits All Those Animals Made Up https://theonion.com/australia-admits-all-those-animals-made-up/
Reposted by Christoph Gisiger
I hate these charts so much because they imply chatgpt is comparable to the internet or phones
You could create the same graphic for full screen pop-up advertising on websites and make them look like ultra-rapid technology adoption when really they were just baked unavoidably into the internet
You could create the same graphic for full screen pop-up advertising on websites and make them look like ultra-rapid technology adoption when really they were just baked unavoidably into the internet
In 2025, AI became pervasive in American life and the economy, with ChatGPT surging in adoption much faster than any other major technology in memory. @nytopinion.nytimes.com
December 30, 2025 at 7:38 AM
I hate these charts so much because they imply chatgpt is comparable to the internet or phones
You could create the same graphic for full screen pop-up advertising on websites and make them look like ultra-rapid technology adoption when really they were just baked unavoidably into the internet
You could create the same graphic for full screen pop-up advertising on websites and make them look like ultra-rapid technology adoption when really they were just baked unavoidably into the internet
Reposted by Christoph Gisiger
‘Up 71 per cent, gold is enjoying its best year since 1979.’ www.ft.com/content/6e32...
December 29, 2025 at 5:14 PM
‘Up 71 per cent, gold is enjoying its best year since 1979.’ www.ft.com/content/6e32...
Reposted by Christoph Gisiger
Bloomberg: "China is about to start paying interest on its official digital currency in a fresh push to get more people to use it after about a decade of development and testing."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
China to Pay Interest on Digital Yuan in Bid to Boost Adoption
China is about to start paying interest on its official digital currency in a fresh push to get more people to use it after about a decade of development and testing.
www.bloomberg.com
December 29, 2025 at 4:55 AM
Bloomberg: "China is about to start paying interest on its official digital currency in a fresh push to get more people to use it after about a decade of development and testing."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reposted by Christoph Gisiger
Internet traffic has grown 43% per year over the past 25 years and yet the amount of money spent on maintaining the Internet has declined as a share of GDP thanks to productivity advances. The same thing will happen to AI infrastructure spending.
December 28, 2025 at 1:40 PM
Internet traffic has grown 43% per year over the past 25 years and yet the amount of money spent on maintaining the Internet has declined as a share of GDP thanks to productivity advances. The same thing will happen to AI infrastructure spending.
Reposted by Christoph Gisiger
You will be visited by 3 spirits.
December 25, 2025 at 12:47 AM
You will be visited by 3 spirits.
Reposted by Christoph Gisiger
Reposted by Christoph Gisiger
Remembering the legendary Art Cashin on this Christmas Eve.
December 24, 2025 at 12:06 PM
Remembering the legendary Art Cashin on this Christmas Eve.
Reposted by Christoph Gisiger
Reposted by Christoph Gisiger
NEW POST: ‘Bubbles Are Everywhere You Look’ thefelderreport.com/2025/12/20/b...
'Bubbles Are Everywhere You Look'
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
LINK
Ruchi...
thefelderreport.com
December 20, 2025 at 4:41 PM
NEW POST: ‘Bubbles Are Everywhere You Look’ thefelderreport.com/2025/12/20/b...
Reposted by Christoph Gisiger
$WBD
Also good: @mattbelloni.bsky.social highlighting the wild amount of $ these WBD execs stand to make from a sale
December 19, 2025 at 8:26 PM
$WBD
Reposted by Christoph Gisiger
David Zaslav is in the top 10 CEO's in this era at being horrible at his job but getting himself paid outrageous compensation anyway
December 17, 2025 at 6:00 PM
David Zaslav is in the top 10 CEO's in this era at being horrible at his job but getting himself paid outrageous compensation anyway
Reposted by Christoph Gisiger
this one stuck from the the morning scroll
According to GS, 30% of total USD credit net supply in 2025 has been AI-related.
December 17, 2025 at 1:31 PM
this one stuck from the the morning scroll