Newsletter

EU enters recession. Inflation is coming down in the US. Fed pauses rate hikes. Only 24% of stocks outperform. Tech is heading for new highs.

71% risk of a US recession. Gold outperforms stocks 2 years after yield curve inversion. 7 stocks have driven S&P 500’s YTD performance. Regulator bro goes after crypto bro. SEC is clamping down heavily on crypto.

Time for an uncapped debt ceiling. Debt ceiling deal increases spending. A gentle reminder about crazy valuations. China is no.1 in terms of skyscrapers. Bye-bye, cheap travel.

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).