Live coverage of the SVB crisis! We give you our live updates over the coming days! To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
Silicon Valley Bank is nothing but a symptom of years of excess money growth and it is now time to figure out who else is swimming naked. Money growth is negative, and idiots only survive in times of excess liquidity. To read the full article, sign up for a 14-day...
China is rebounding from a Lehman like credit event in 2022, which makes Chinese assets the cheapest on earth. Buying Chinese assets or assets outside of China with a link to China may prove to be your portfolio liberator in an otherwise tricky road ahead in 2023. To...
For years, the US have struggled to find their footing vis-a-vis the new Chinese threat. We have seen countless attempts at “strategic pivots” and contructive meetings, but it’s no wonder if the Chinese are left with a feeling of confusion. What do...
There are undoubtedly signs of inflation pressures resurfacing in leading indicators, but remember that activity leads inflation. If inflation returns (from a momentum perspective), it is because activity has picked up markedly ahead of it. That is not bad news. To...
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