

Whatever the “global economy” happened to look like in “their time”, there have always been nations/City States, determined to expand & become overarching dominant mercantilists/capitalists. And each of the FX’in disruptors of the day, knew THEY COULD ONLY trump...
2025 will be a monumental year for global FX

Why targeted tariffs are more effective than broad tariffs
Something the Trump administration should probably think about. Trump is about to be back in the White House, so tariffs are back on the menu. Actually they never left — Biden slapped huge tariffs on a variety of Chinese products, including electric...
Why targeted tariffs are more effective than broad tariffs

The art of timing : Famous market cycles
Identifying long-term patterns in markets is easy, acting on them is something else ‘The wheel is come full circle,’ commented Shakespeare’s Edgar on the carnage that surrounded him at the end of King Lear. The notion of a wheel of fortune is one that has pervaded...
The art of timing : Famous market cycles

China is imploding
The news of the week is NOT the Fed cutting 50 bps – yes sure, that’s important but there is something much more relevant going on. The Chinese economy keeps imploding from within.And we should pay attention. The Property Price Index for Chinese tier-1 cities...
China is imploding

Mentors
The best thing about entrepreneurship is you’ve got no boss. The worst thing about entrepreneurship is you’ve got no boss. Boss is a terrible word. Mentor is a better word, but too vague to define a specific corporate reporting structure. What do people use? Manager?...
Mentors