The Europe Thematic
Is the Euro here to stay?
Post-Transitory Fed: Losing the anchor
The problem is multi-layered. Really.
What the hell is happening? August 2025
The AI stack is a reflexive loop. The debt is a flaming comet. And you’re still buying the dip? Thoughts on "Biden 2.0" and market scenarios for this term.
Back from the brink / May 2025
Art of War Vs Art of the Deal.
Dollar
What the hell is happening? April 2025
GOLD STANDARD - DOLLAR STANDARD - NO STANDARD
Macro
POLICY ERROR?
“Detox” is starting to sound a lot like “Transitory Inflation”...
Biden's Techno-Imperial Cycle
...and the Techno-AI Cycle as part of it
politics
Dollar Maximalism
Sophism and the future of the US Dollar
Macro
Why the Yen will continue crashing, and what will make it stop.
Pushing the limits of fiscal stimulus, sovereign debt and Keynesianism