Newsletter

US inflation expectations through the roof. 5%+ UST yields are back. Money supply is growing again. New ATH for BTC. Lego beats luxury.

Socialism sucks. 50% drawdowns are common. The UST yield challenge. Time for Emerging markets?. The illusion of choice.

Buffett steps down as CEO. 100 years without return. China’s coal power is massive. China, Japan, Korea, and ASEAN team up. Gold to surpass US$4,000/oz t?.

Gold hits new ATH. Gold has beaten the S&P 500. The Economist’s 360 on US$. US oil production is down. NVIDIA hit by export restrictions.

Hard landing incoming. Private equity wants out. US bond yields rise again. Gold hits another ATH. Shitcoin holders get presidential dinner.

Gold hits new ATH. Gold has beaten the S&P 500. The Economist’s 360 on US$. US oil production is down. NVIDIA hit by export restrictions.

Besides everything else, bonds broke. China retaliates with tariffs on the US. Trump re-raised tariffs on China. Goldman Sachs changes recession forecast in an hour. China needs LPG.

The great math behind Trump’s tariffs. The real reason behind the tariffs. Gold hits US$3,200. Russia and Australia have the largest gold reserves. Larry Fink shills Bitcoin.

PE hasn’t performed that well. People are getting stupider. The stock market wasn’t always US-centric. The US has the largest gold reserve. Is the recession coming?.

Gold >US$3,000/oz t. Money flowing out of the US. Trump tariffs are still low. Young pessimism. Currency risk is real.