@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.
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...