The upcoming Taiwan election is just one chapter in the larger narrative of US-Sino relations, which is poised to return to the forefront of financial markets in the 2024 US election year. Will Taipei further contribute to the rising tension?
Steno Signals #39 – Time to figure out who’s naked
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.
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Steno Signals #22 – Is China re-opening while the Metaverse is closing?
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.
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