Christopher Wood on Muck Rack

Christopher Wood

As seen in: Arizent, Nikkei Asia, Thomson Reuters Tax and Accounting, EMARKETER, American Banker, Daily Camera, PE Hub Network, Longmont Times-Call, Grizzle, Kapanlagi
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Articles

Emerging Markets Have A Semiconductor Problem

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By Christopher Wood
| Grizzle
The newsflow remains focused on the Middle East, and the Strait of Hormuz, with the continuing lack of a more dramatic market sell-off explained by the fact that investors have learned in recent years to treat such events as buying opportunities. There has also been a continuing assumption that the conflict will not last long (first days, then weeks and now months). This dangerously underestimates the resolve of an Iranian regime which faces an existential crisis.
Open in Who Shared View Duplicates (2) Issue with article?

Why The AI Picks-and-Shovels Boom May Be Peaking

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By Christopher Wood
| Grizzle
The key medium-term issue for the US stock market at the start of 2026 remains whether the hyperscalers will be able to monetise their AI capex, which this year is now forecast to reach a staggering US$680bn for the major four US hyperscalers following the latest earnings guidance. The market has viewed the increased capex for Alphabet, Microsoft and Amazon as positive because it has seen growing revenues in their cloud businesses.
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The Hedge Fund House of Cards Propping Up US Treasuries Original

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By Christopher Wood
| Grizzle
This writer remains of the view that Treasury bonds are in a structural bear market and that equity investors should hedge their portfolios by betting on a pickup in bond “vol” as discussed here previously (see AI Stock Buyers Beware, 17 December 2025). This is because a renewed uptick in Treasury bond yields in coming months is one obvious risk to US equities which continue to be driven by the AI capex trade after the sell-off triggered by the Iran War.
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