
Financial Commentary for Smart People
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 200 | Founded | 5 years ago | Last Issue | 4 days ago |
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In Bonds there is truth. While government bond yields have risen some 40-50 basis points since the Iran War, and yield curves have steepened, we are not in crisis territory yet. However, the risks of “higher for longer...
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I know I should be talking about bond yields and inflation risks, but sometimes we have to stop and listen to the noise. Trump, Musk and Bill Winters. When our idols say, do and enact stupid things there are always con...
Investing in defence was a sadly neglected skillset for many years following the end of the Cold War. Defence primes became utility like seeking to preserve margins as real budgets declined on the peace-dividend. The War in Ukraine has high...
Why are markets so high when the global outlook, trade and domestic politics look so vulnerable? Is it because investors perceive that corporates hold such power in the economy, they now set the agenda? What the global economy may need is a...
Trump has told us how fantastic the Beijing summit was – but what is the truth? China and the US agreeing on trade and growth over conflict is positive. They will remain polite to each other, but the struggle for hegemonic power will contin...
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Strategist & Capital Markets
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