Podcast
German Politics in Shambles
CDU, AfD and the future of Germany...
Latest
Newsletter
A hot NFP means a hot USD
Techno-Imperial Cycle keeps on cycling & What regime are we in?
So you wannabe an investor?
And the formula for being a good investor
The AI boom/bust
Thoughts on the boom/bust 🔄 - Reflexive Bubble piece released from paywall.
MBS Ambition = Crude Awakening
Where is Oil going and what will it affect? #OffshoreDrilling
Podcast
REVERSE laissez-faire is sinking China...
But is this stimulus going to do the trick?
Newsletter
What's happening in China?
Historical context, objectives, analogies and my pushback
Newsletter
Why the Fed cut by 50
What it means and the way forward..
The Brewing Trump Trade
Taxes, Rates, the Dollar...and the path forward for the empire
AI Confusions & Trend Reversal
New Year, New Markets... PARADIGM SHIFT WARNING
Breakout by Philo
Global Macro et al.
Issue #6. FX, Metals, Energy and the broader macro landscape.
Podcast
Thoughts on the Yen
Carry trades and confusions