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Schrodinger's USD // When Gold & Bonds Collide
Issue #13. The (tariff) brink and back? Nasdaq hit the level and is bouncing. Gold overdone etc.
21 hrs ago
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Schrodinger's USD // When Gold & Bonds Collide
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What the hell is happening? April 2025
GOLD STANDARD - DOLLAR STANDARD - NO STANDARD
Apr 23
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What the hell is happening? April 2025
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The Confidence Differential
Pandora's Box > Rate Differential. It's all relative.
Apr 11
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The Confidence Differential
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How to Survive
A guide to navigating the Trump 2.0 Paradigm Shift. Synthesising Lynch with Munger & Turning things on their head.
Apr 10
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How to Survive
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MAGA AS RELIGION
First as an idea, then as an ideology.
Apr 6
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4
6:49
POLICY ERROR?
“Detox” is starting to sound a lot like “Transitory Inflation”...
Apr 4
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6:41
OPEC Infighting
Reading the setup in OPEC and Crude.
Apr 4
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OPEC Infighting
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Bessent's Detox
Just a "Detox" or a Recession?
Apr 3
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Bessent's Detox
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March 2025
Downside at AI. Part #2
Red Flags in AI: Satya’s Take, Nvidia’s Margins & the Custom Silicon Threat.
Mar 20
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Downside at AI. Part #2
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2
Greggs
Pulling all the right levers.
Mar 13
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Greggs
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Nasdaq breaking down. Saylor breaking down too.
Issue #12. The importance of the >2 Year AI Trend.
Mar 1
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Nasdaq breaking down. Saylor breaking down too.
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February 2025
European Energy Or European Defence? Part #2
Does Rheinmetall have a future? Thoughts on last night's elections and the broader EU setup.
Feb 24
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European Energy Or European Defence? Part #2
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