I’m back from a deathmatch with Covid, hence my silence last month. It was not only a grim and gritty voyage towards the crematorium, it was also an expensive one. You can’t trade in a […]
A new form of governance is coming to finance, and it will ricochet into politics with profound implications. To paraphrase Bill Gates, there have always been brilliant politicians from the beginning of history and their […]
I’m back from a deathmatch with Covid, hence my silence last month. It was not only a grim and gritty voyage towards the crematorium, it was also an expensive one. You can’t trade in a […]
This editorial is from last week’s edition of the newsletter Week in Review. Subscribe to the newsletter to get this weekly editorial the second it’s finished. The newsletter also includes the biggest stories of the […]
Key Takeaways This week, Clem Chambers told Kitco that the Nasdaq two-year bubble will be driven by AI spending and U.S. deficit money printing. Gold at $4,700 acts as the key signal for Trump’s Beijing […]
Key Takeaways Driven by US-Iran tensions, Robin Brooks notes the undervalued Brazilian real will next surge past 4.5. As Hormuz Strait unrest boosts Brazil’s exports, the market may next see a 20% real rally mirroring […]
Key Takeaways: On May 2, China’s MOFCOM invoked the Blocking Statute against U.S. OFAC sanctions on 5 local oil refiners. SMU’s Henry Gao notes this 1st use of the statute since 2021 forces global companies […]
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