Nassim Shadid
Markets
I write about markets the way I follow them: with a bias toward risk and timing, not predictions. I spend most of my time watching what leads—rates, FX, liquidity, and positioning—before the headline catches up. My pieces aim to be usable. I try to show what the move is built on, where it can break, and which signals deserve attention instead of commentary.
Latest by Nassim Shadid
2026-07-21 UTC
Navigating Dual Currents: Geopolitical Edge and Tech Fundamentals
markets
2026-07-20 UTC
The Third Rebuff: M&A Conviction Meets Entrenched Independence
markets
2026-07-19 UTC
Fresh Produce Under Scrutiny: A Parasite Finding Exposes Systemic Vulnerabilities
markets
2026-07-15 UTC
AI's Public Market Test: What Anthropic's IPO Meetings Signal
markets
2026-07-13 UTC
TSMC's AI-Driven Surge: Validating Infrastructure, Stressing Supply
markets
2026-07-11 UTC
AI Valuations: The Unseen Dependency on Broad Diffusion
markets
2026-07-10 UTC
Niche Strength: A Signal of Segmented Resilience in Industrial Markets
markets
2026-07-09 UTC
Mizuho's Five Below Upgrade: A Valuation-Driven Signal
markets
2026-07-06 UTC
Advanced Materials: A $27 Billion Signal of Consolidation and Strategic Intent
markets
2026-07-01 UTC
Geopolitical Uncertainty Trumps Tangible Supply in Oil Markets
markets
2026-06-27 UTC
ECB Signals Enduring Inflationary Pressure Despite Energy Relief
markets