Newsletter

One of the great has left us. Rules for thee but not for me. Elon says “f*ck them” to virtue signallers. China and Saudi Arabia trade a lot. Kyrgyzstan loves German vehicles.

One of the great has left us. Rules for thee but not for me. Elon says “f*ck them” to virtue signallers. China and Saudi Arabia trade a lot. Kyrgyzstan loves German vehicles.

US Gov’t spending at WW2 levels. Bank credit is contracting. Stock market scars impact asset allocation. Argentina’s new president doesn’t like the left. Investors welcome Milei’s presidency.

Korea bans short-selling. Apple & Microsoft are 14.4% of the S&P 500. Buffett has been selling since 4Q22. This rate cycle will be different?. The aftermath of We(DON’T)Work.

Korea bans short-selling. Apple & Microsoft are 14.4% of the S&P 500. Buffett has been selling since 4Q22. This rate cycle will be different?. The aftermath of We(DON’T)Work.

Fed removes recession from its forecast. Japan’s fighting fire with gasoline?. China FDIs see new lows. We(DO NOT)Work. Trust in media reaches new low.

The US dominates the World index. Not so fun to borrow anymore. It’s hard to keep up in the US. 10% drawdowns happen every 1.6 years. “War is good”.

Make US$155k to afford a house. Rates to stay permanently higher. The labor market is weakening. Wall Street no longer sees a recession. Japan is attractive for stock pickers.

50% of listed US firms are lossmaking. Runner-up issuance year for US Treasuries. Unemployment points to recession. Stock market bottoms when unemployment races up. Investors flee renewables.

US$ on a rally. China might not be getting out of US$. Corporates took advantage of QE. We’ve heard about soft landings before. Truckers yell, “Recession!”.