Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
The nature of China’s continuing global acquisition spree is simple enough to fathom. To amass externally all the ingredients essential for its relentless internal economic growth. To achieve as much Beijing has and continues to send its wealth to every continent. To places it must be added, where...
A trade deal between the U.S. and China was supposed to be one of the things that would mark a return to normality for the markets and maybe even ignite the next leg of the bull...
As “problems” go, being told you are on a very long waiting list to buy an expensive Rolex, is up there as the foremost, of first world “frustrations”. Well, we need keep the...
In these ever more so “uncertain times” on both sides of the Atlantic and in parts elsewhere, there is a great deal of international capital seeking safety. There is also so much...
He's a great economist, but he also changed how we talk about the subject. Don’t worry, Paul Krugman is still alive. But he’s retiring as a New York Times columnist, after...
Comparing economies is an inexact science. Comparing the size of countries’ economies is a popular sport, and a lot of people are very invested in the outcomes of those...
Bond markets are on fire again. Looking back at the 2015-2021 period when I traded bond markets at a large bank, it was quite boring. Rates were mostly stuck around 0% at the...
Whatever the “global economy” happened to look like in “their time”, there have always been nations/City States, determined to expand & become overarching dominant...
"Whom the Gods Intend to Destroy… They first make mad.” Bitcoin is either the greatest thing ever, or a complete Ponzi. Take your pick. The Shills cite multiple reasons its going...
In the wake of Trump’s return to Executive office we have witnessed "financials" record sizeable moves. These have involved super-charging trends seen ahead of the frenzied...