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Newsletter · By Nicolo Carpaneda · English · Official site

Indexed issues, last 90 days
6
Latest publication
Sep 24, 2026
Audience
Checking…
Earliest in this view
Jul 4, 2026

Latest issues

  1. Issue · Sep 24, 2026

    Hacks, diesel and a messy world (opens the original)

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    AI is reportedly close to kill everyone on the planet. What the hell happened since the last time we spoke?<img alt="" class="sizing-normal" height="541" src="https://substackcdn.com/image/fetch/$s_!h2TV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A

  2. Issue · Aug 26, 2026

    Pantarai Summer Lab (opens the original)

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    Underneath a calm surface and positive YTD returns, equity markets have been turbulent this summer. Bonds keep falling. Commodities are moving wildly on the back of a peculiar geopolitical environment full of uncertainties. At Pantarai, the season has been busier than usual. On top of trading daily, we ran several experiments to evolve and turn stronger, better and wiser. Let’s take a deep look at what has happened - and where are we going next.MARKET LANDSCAPEStocks cruise at approx. 11% so far

  3. Issue · Jul 30, 2026

    Stocks in correction territory (opens the original)

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    Before diving into the world of stocks, the Fed this week made a decision NOT to hike interest rates for now. This is good news for both stocks and bonds in the US. The market is now betting on a hike in October, as shown our Cartesio Studio app:<div class="image2-inse

  4. Issue · Jul 20, 2026

    Is JP Morgan copying Pantar.ai? (opens the original)

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    Have we become so famous that JP Morgan is trying to copy what we do?Well, first things first.Well done Spain - Campeones del Mundo!!<img alt="" class="sizing-normal" height="977" src="https://substackcdn.com/image/fetch/$s_!i99c!,w_1456,c_limit,f_auto

  5. Issue · Jul 12, 2026

    Bond investors don't like AI issuers (opens the original)

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    A hug from my temporary office.<img alt="" class="sizing-normal" height="1092" src="https://substackcdn.com/image/fetch/$s_!bEnr!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcfabe71a-

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