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Eric Nuttall

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Previous Thoughts

  • Weekly Thought - Price, Process, and Noise
    Weekly Thought
    February 23, 2026
    Price, Process, and Noise
    What a game. Sometimes, in sports, like in investing, you can get the process right, but the outcome is still not in your favour. That was Team Canada’s fate yesterday – outshooting Team USA 42-28…
  • Weekly Thought - What Can’t AI Do?
    Weekly Thought
    January 27, 2026
    What Can’t AI Do?
    In American Psycho, Patrick Bateman nearly has a breakdown over the “Silian Rail” lettering on a colleague’s business card. That used to be the market - obsessing over the presentation and corporate spin of a…

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