Newsletter

Fake AI image led to a stock market drop. It looks like dot com 2.0. Japan headed for three-decade high. Chinese cars to flood the world. Your instant cup of Joe is getting pricy.

Weak retail signals US slowdown. US household debt surpasses US$17trn. QT ain’t happening. Consider your health span. A green world needs nuclear.

US inflation slowed in April. The likelihood of US default increases. We must clean up our act. Buffett is making bucks in Japan. ChatGPT, your new portfolio manager?

Another 0.25% hike from Fed. JPMorgan is gobbling up failed banks. Blackrock–an extended arm of the US gov’t. US bonds are still below their peak. Buy now, pay later for groceries.

Yield curve dynamics. Overcrowded China reopening trade. Gold has outperformed miners. Solar energy waste. China bets on nuclear.

The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).

The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).

The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).

Commercial real estate could be hit next. The first yuan-settled LNG trade happened. Still, US$ remains the reserve currency. Turns out DB is better than CS (at getting fines). Passive investing is not necessarily that diversified.

Another 0.25% hike from the Fed. Deposits leave US banks due to Fed rate hikes. US housing market is getting hit. Debit Suisse appears to be a great deal…not. Xi and Putin teams up to challenge the US.