Newsletter

NVIDIA takes 3rd position. US inflation higher than expected. EU economy remains challenged. Bidens skips cognitive test. Dark Brandon rigged Super Bowl.

China faces deflation. India gets China money. Time to buy Alibaba?. Fidelity adds BTC to portfolios. Time to get real about green energy.

What if Japan re-rated to 1x PB?. Non-US equity isn’t expensive. We’re due for war. Deficit spending avoids recession. Market wizard Nancy Pelosi does it again.

2 x $3trn. Tech at dot-com levels. In the long run, stocks win. Few fund managers expect a hard landing. Fuel shipping costs shoot up.

Billy G is the biggest. Jamie D says Bitcoin is shit. China ain’t cheap no more. Not enough Chinese babies. This time it’s different in Japan.

Shifting to caution from progress. DEI at any cost. Time for EM to shine?. Rate hikes haven’t hit companies. Spot Bitcoin ETFs approved.

US politicians are amazing investors. 2023 was great for Tech. The yield curve has been inverted for 430+ days. GDP growth driven by budget deficit. Ships avoid the Red Sea.

US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.

US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.

US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.