Newsletter

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.

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.