A rising case count is ultimately the only trigger cable to end to the Chinese zero Covid regime, why the possibility of a reopening is currently INCREASING. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto...
Forget all about the Saudi-Iran Cold War or the Palestinian question. The real agenda of the Middle East is the rise of the Turkic countries and the ascent of Turkey to Great Power status To read the full article, sign up for a 14-day FREE trial of the The Macro...
Welcome to a brand new series – ‘the Great Game’. In this space, you will find geopolitical analysis to complement our financial analysis in ‘Stenos Signals’. We kick off with a closer look at Xi’s China and their fierce lockdown regime. To read the full...
Given the rumors surrounding the Chinese reopening story we thought that we would do a deep dive into the China story and look at what is moving. Can we even expect to see a reopening? To read the full article, sign up for a 14-day FREE trial of the The Macro...
The REAL world is back. China ponders reopening, while Meta struggles. The stuff that got us into this bubble, will likely not lead us out of this bubble. Buy Industrials vs. Tech. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur,...
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