Margin Call

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Margin Call

NewBird AI’s newest investor is ‘flipping the bird’

ANALYSIS: Old birds, new tricks – and the five-fold investment return at the company formerly known as Allbirds.

Prithvi Sharma Tue, 12 May 2026

Margin Call

AI hyperscalers’ architecture of scarcity

Margin Call

Full steam ahead: How the world is responding to the oil shock

Margin Call

Data centres and the new capital cycle

Margin Call

Who will buy the NZ government’s debt?

Margin Call

The importance of beholding earnings (expectations)

Margin Call

AI hyperscalers’ architecture of scarcity

ANALYSIS: The question for investors is whether demand for AI compute is genuinely durable enough to keep the cycle tight for longer than prior analogues suggest.

Tim Chesterfield Tue, 05 May 2026

Margin Call

Full steam ahead: How the world is responding to the oil shock

ANALYSIS: The conflict in the Middle East is reinforcing electrification and energy security trends already underway, not resetting the system.

Sue Walker Tue, 28 Apr 2026

Margin Call

Data centres and the new capital cycle

ANALYSIS: Will the flood of money now pouring into the sector still earn adequate returns once competition intensifies and the economics of AI become clearer?

Tobias Newton Tue, 21 Apr 2026

Margin Call

Who will buy the NZ government’s debt?

ANALYSIS: Or, how can policies keep debt on a sustainable path so investor confidence remains intact?

Quin Casey Tue, 14 Apr 2026

Margin Call

The importance of beholding earnings (expectations)

ANALYSIS: The trend in earnings revisions can be a powerful tool to overlay on an investment process

Nicholas Bagnall Tue, 07 Apr 2026

Margin Call

Nvidia, inference design, and OpenClaw: black swan event

ANALYSIS: Every software business has been quietly avoiding the question of who owns the interface between the user and the software they use.

Tim Chesterfield Tue, 31 Mar 2026

Margin Call

Software’s AI reckoning: The case for selectivity

ANALYSIS: The market has treated deeply entrenched incumbents in much the same way as commodity platforms with shallow customer relationships. That is where the opportunity lies.

Nicholas Simmons Tue, 24 Mar 2026

Margin Call

SaaSacre – buying opportunity or great value destroyer?

ANALYSIS: The risk is not near-term collapse; it’s long-run erosion in pricing power and premium economics.

James Cameron Tue, 17 Mar 2026

Margin Call

Where to hide from the AI storm

ANALYSIS: Understanding exactly what you own, and why, is the most reliable edge an investor has.

Tue, 10 Mar 2026

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Margin Call

NewBird AI’s newest investor is ‘flipping the bird’

AI hyperscalers’ architecture of scarcity

Full steam ahead: How the world is responding to the oil shock

Data centres and the new capital cycle

Who will buy the NZ government’s debt?

The importance of beholding earnings (expectations)

AI hyperscalers’ architecture of scarcity

Full steam ahead: How the world is responding to the oil shock

Data centres and the new capital cycle

Who will buy the NZ government’s debt?

The importance of beholding earnings (expectations)

Nvidia, inference design, and OpenClaw: black swan event

Software’s AI reckoning: The case for selectivity

SaaSacre – buying opportunity or great value destroyer?

Where to hide from the AI storm

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