top of page
Search


The Long and the Short
Dollar is down 10%, the bouncy S&P500 up the same. Do you go long or short on America these days?
Aug 203 min read


Tariffs, Markets and Happy Hour
The economy is still defying gravity... can it last?
Jul 83 min read


The Tariff Ruling... Ruling
Blindsiding investors with the highest tariffs since the Depression caused them to react like frogs thrown into a boil. And out they leapt, triggering market chaos across stocks, bonds and currencies
Jun 123 min read


Oil Prices Are Low
From the Saudi point of view, it’s a sneaky concession as it comes right as the “Drill, Baby, Drill” policy is starting to run up against the law of diminishing returns.
Jun 23 min read


The Wrong Metric
You are looking at the wrong metric for the China tariffs
May 132 min read


Deep Sea Mining
The vast potential of deep sea mining is causing international waves.
May 82 min read


The Bonds that Tie
How much is the bond sell-off going to cost you?
Apr 153 min read


Trump's Liberation Day Tariffs
What fresh hell...
Apr 33 min read


The African Mineral Rush
The president of the DRC makes an intriguing offer to the White House: Minerals for security.
Mar 192 min read


What to do with your Money-Fort
Warren Buffet pulled out of the market to build a money fort. where should mortal put their cash?
Mar 122 min read


Europe On Its Own
Europe is on its own, can it pull off a peace? Yes, actually.
Mar 63 min read


Asia's Tariff Engineering
Asia's China Plus One may render tariff plans pointless.
Nov 19, 20243 min read


A Google Split is more Cause than Remedy
The Justice Department's remedy for Google is more cause than remedy.
Oct 10, 20242 min read


The LNG panic, revisited
LNG panic in Europe, and how the energy market's global dynamics could impact the world's economy.
Oct 8, 20243 min read


Banks Are Eating More Risk, Again
Banks are again bundling risk and selling it off. And, again, exposing themselves to risk.
Jul 10, 20243 min read


Drooping Tiger, Wheezing Dragon
Beijing's heavy hand on the markets is threatening to crash the entire system.
May 30, 20246 min read


A Strong Dollar Smile
A strong dollar isn't all bad.
Apr 30, 20243 min read


The Last Days of Davos
The Universe Davos built, or claimed to, is coming apart. Step lively boys.
Jan 24, 20244 min read


Confidence Trick
The US is in a Costanza economy - and will stay there as long as this strange confidence keeps up.
Jan 5, 20242 min read


A Year of Living Dangerously
Argentina will be 2024's most interesting story not involving war. But it does have cloned Mastiffs.
Dec 27, 20232 min read
bottom of page