Newsletter

The TACO trade. EU might have some leverage on US. China is 50% of e-commerce. BoJ owns 52% of the gov’t debt. New BTC ATH.

Printer goes Brrr again. US$ has weakened significantly. A 40% weaker US$ would eliminate the trade deficit. Vietnam’s Dong still weakens against the US$. Learn to code, they said.

The TACO trade. EU might have some leverage on US. China is 50% of e-commerce. BoJ owns 52% of the gov’t debt. New BTC ATH.

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.