Markets26th August 2026
How not to hedge-fund
An allegory on leverage, from the mind of Leopold Aschenbrenner
Martim Domingos6 min read
Author
The energy transition myth
We have never produced so much clean energy, and renewables have never been so cheap or so popular, yet we are no closer to net-zero. This irony boils down to two words, supply and demand – and most of the narrative around renewable energy is centred on the wrong one.
Martim Domingos9 min read
Not All Gold Glitters: Making Sense of the Gold Market
Paper-market distortion; central bank hoarding; mercurial retail frenzies; and shifting macroeconomic tides. The modern gold market is driven by a tangle of contradictory forces meaning that making sense of this historic safe haven requires looking past the spot price to unravel the forces actually moving the metal.
Martim Domingos7 min read
AI Boom vs. Dot-Com Bubble: History doesn't repeat, it rhymes
From rocketing IPOs to frothy market sentiment, at face value, today’s AI trade unmistakably mirrors the dot-com bubble – only this time the fallout could be far more destructive.
Martim Domingos7 min read
The Biggest Energy Crisis Ever: An energy market damage report from the Iran war
Peace on the warfront provides an opening to sift through the rubble and take account of the damage done so far.
Martim Domingos9 min read
MicroMarketsOpinion15th June 2026
SpaceX’s Initial Public Offering: Sci-Fi-PO or the Future?
Active investors are clamouring for a piece of the biggest IPO to date, and passive investors don't have a choice but to take a slice. But what is everyone actually buying?
Martim Domingos7 min read
The Graduate Dilemma: Reassessing the Value of a Degree in the AI labour market
The value of a degree is under siege as generative AI threatens to turn academic achievement into a hollow commodity.
Martim Domingos15 min read