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A Bad Limbo
Both Ukraine and Russia are exhausting themselves, and Russia appears to be running out of kit and digging in. A bad limbo awaits.
Oct 24, 20222 min read


Credit and the Domino Effect
We may not know where the economy is going, but we know it is in interest rate shock. An educated guess where that will lead...
Oct 20, 20222 min read


Party On
The outcome of China's 20th Party Congress is no mystery. Xi Jinping's next 5 years are trickier.
Oct 18, 20223 min read


Mind the Gap
The Bank of England stepped into stabilize the bond market. At some point it has to step out.
Oct 13, 20223 min read


Pitch Deck: Ukraine
Kyiv is showing as much innovation with its finances as with its military kit - both donated and captured.
Oct 11, 20223 min read


The China Sneeze
The China is facing an economic sneeze that might take down a limping global economy further.
Oct 7, 20223 min read


Big Tech, Big Hang
The Big Tech Big Five have posted their softest results in over a year. They also have the market and the cash to clear the economy.
Oct 4, 20222 min read


Cry Havoc!
All wars are economic, but global markets have been mobilized and sent into battle over Ukraine. This is the future of war.
Sep 27, 20223 min read


A Futile and Stupid Gesture
Tech Bros untie in a futile and stupid gesture to get their money back. The Universe seems unimpressed.
Sep 26, 20222 min read
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