Newsletter

Fed keeps rate unchanged. Socialism eradicates poverty… Not!. EU goes full socialism. We’ve never used more coal. Google ramps up emissions.

Destined for a commodities rally. House affordability in a 100-year uptrend. McKinsey made up diversity benefits. It’s easier to gamble than day trade. Get some negative-yielding bonds.

Europe is no. 1 in taxes. Massive gov’t expenditures in the West. Politicians are shameless liars. Coal is far from history. Never lose money.

US net liquidity has risen. 45% of S&P 500 tech. Is the AI bubble about to burst?. Unfunded pension entitlements are massive in Europe. European working population shrinks.

Unemployment to rise in the US. Small caps perform record bad. Milei sorts out Argentina. Young French rejects centrism. Buffett is no longer buddies with Gates.

Inflation might be higher than we think. Higher inflation can lead to greater efficiency. US Treasuries send worrying signals. Julian Assange is free. Hillary Clinton proposed to drone Assange.

US retail sales are weak. Foreigners hold less US debt. A house might not be the investment it once was. India to add a lot of coal power. Asia is big in important metals.

Fed keeps rate unchanged. Invest like the US Congress. India appears pretty expensive. The Canadian real estate bubble. Flying is back.

Bond/Gold ratio signals global financial weakness. Nvidia gains US$1trn+ and overtakes Apple. China dumps US Treasuries for Gold. Buffett likes US Treasuries, though. US$9trn of US gov’t debt maturing soon.

Tough times for small US businesses. Asset managers don’t expect a recession. China drives copper demand. Oil and gas are here to stay. Nvidia dominates the data center compute market.