@bryanocarroll.bsky.social
EXPERT WATCH | Who is on the Other Side?
📽️ Video review of Morgan Stanley's Michael J. Mauboussin and Dan Callahan latest paper
Link: open.substack.com/pub/bryanoca...
🔎 "Who is on the other side?".
According to Michael Mauboussin and Dan Callahan....🧵
📽️ Video review of Morgan Stanley's Michael J. Mauboussin and Dan Callahan latest paper
Link: open.substack.com/pub/bryanoca...
🔎 "Who is on the other side?".
According to Michael Mauboussin and Dan Callahan....🧵
February 2, 2026 at 9:36 PM
EXPERT WATCH | Who is on the Other Side?
📽️ Video review of Morgan Stanley's Michael J. Mauboussin and Dan Callahan latest paper
Link: open.substack.com/pub/bryanoca...
🔎 "Who is on the other side?".
According to Michael Mauboussin and Dan Callahan....🧵
📽️ Video review of Morgan Stanley's Michael J. Mauboussin and Dan Callahan latest paper
Link: open.substack.com/pub/bryanoca...
🔎 "Who is on the other side?".
According to Michael Mauboussin and Dan Callahan....🧵
The Week Ahead | AI and Consumer Health
2-6 Feb
This week is shaping up to be the ultimate AI Litmus Test for the market. While we’ve spent years talking about the “potential” of artificial intelligence, the next five days could reveal the proof of performance. 🧵
2-6 Feb
This week is shaping up to be the ultimate AI Litmus Test for the market. While we’ve spent years talking about the “potential” of artificial intelligence, the next five days could reveal the proof of performance. 🧵
February 1, 2026 at 10:42 PM
The Week Ahead | AI and Consumer Health
2-6 Feb
This week is shaping up to be the ultimate AI Litmus Test for the market. While we’ve spent years talking about the “potential” of artificial intelligence, the next five days could reveal the proof of performance. 🧵
2-6 Feb
This week is shaping up to be the ultimate AI Litmus Test for the market. While we’ve spent years talking about the “potential” of artificial intelligence, the next five days could reveal the proof of performance. 🧵
January 31, 2026 at 10:46 PM
🔎 What to watch this week? 📅
Is the US consumer healthy?
Is reshoring happening?
Is China manufacturing picking up?
Is AI bubbly?
🏭 Reshoring will be coming under the spotlight,
as will 🤖 AI and semi's demand
with a look at progress in China and Japan also on the cards.
Is the US consumer healthy?
Is reshoring happening?
Is China manufacturing picking up?
Is AI bubbly?
🏭 Reshoring will be coming under the spotlight,
as will 🤖 AI and semi's demand
with a look at progress in China and Japan also on the cards.
January 20, 2026 at 3:59 PM
🔎 What to watch this week? 📅
Is the US consumer healthy?
Is reshoring happening?
Is China manufacturing picking up?
Is AI bubbly?
🏭 Reshoring will be coming under the spotlight,
as will 🤖 AI and semi's demand
with a look at progress in China and Japan also on the cards.
Is the US consumer healthy?
Is reshoring happening?
Is China manufacturing picking up?
Is AI bubbly?
🏭 Reshoring will be coming under the spotlight,
as will 🤖 AI and semi's demand
with a look at progress in China and Japan also on the cards.
🎙️ 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗮𝘁𝗶𝗼𝗻: 𝗙𝗲𝗲𝗹𝗶𝗻𝗴 𝗦𝘂𝗽𝗲𝗿𝘀𝗼𝗻𝗶𝗰 🎙️
youtu.be/JFvfFL23_gs?...
𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 has been our top-performing theme this year, delivering an aggregate 𝗿𝗲𝘁𝘂𝗿𝗻 𝗼𝗳 𝗼𝘃𝗲𝗿 𝟱𝟬% across our stock selections year to date. We identified this theme last year due to three key drivers:
youtu.be/JFvfFL23_gs?...
𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 has been our top-performing theme this year, delivering an aggregate 𝗿𝗲𝘁𝘂𝗿𝗻 𝗼𝗳 𝗼𝘃𝗲𝗿 𝟱𝟬% across our stock selections year to date. We identified this theme last year due to three key drivers:
Why Supersonic Flight Failed & How Boom is Bringing it Back
YouTube video by The Logan Bartlett Show
youtu.be
July 1, 2025 at 8:48 PM
🎙️ 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗮𝘁𝗶𝗼𝗻: 𝗙𝗲𝗲𝗹𝗶𝗻𝗴 𝗦𝘂𝗽𝗲𝗿𝘀𝗼𝗻𝗶𝗰 🎙️
youtu.be/JFvfFL23_gs?...
𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 has been our top-performing theme this year, delivering an aggregate 𝗿𝗲𝘁𝘂𝗿𝗻 𝗼𝗳 𝗼𝘃𝗲𝗿 𝟱𝟬% across our stock selections year to date. We identified this theme last year due to three key drivers:
youtu.be/JFvfFL23_gs?...
𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 has been our top-performing theme this year, delivering an aggregate 𝗿𝗲𝘁𝘂𝗿𝗻 𝗼𝗳 𝗼𝘃𝗲𝗿 𝟱𝟬% across our stock selections year to date. We identified this theme last year due to three key drivers:
"Golconda, now a ruin, was a city in Southeastern India where, according to legend, everyone who passed through got rich." Its riches faded, its fine buildings collapsed,and its glories disappeared, never to return."
- Richard Lambert, @financialtimes.com
- Richard Lambert, @financialtimes.com
June 19, 2025 at 1:16 PM
"Golconda, now a ruin, was a city in Southeastern India where, according to legend, everyone who passed through got rich." Its riches faded, its fine buildings collapsed,and its glories disappeared, never to return."
- Richard Lambert, @financialtimes.com
- Richard Lambert, @financialtimes.com
Next on the reading list is The Wide Wide Sea by Hampton Sides detailing the final voyage of the great explorer Captain James Cook.
Very excited for this one, although not a business book...
Very excited for this one, although not a business book...
April 29, 2025 at 7:55 PM
Next on the reading list is The Wide Wide Sea by Hampton Sides detailing the final voyage of the great explorer Captain James Cook.
Very excited for this one, although not a business book...
Very excited for this one, although not a business book...