
Financial Commentary for Smart People
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 247 | Founded | 6 years ago | Last Issue | 5 days ago |
| Active | |||||

Kevin Warsh established a degree of credibility for the Fed and himself yesterday by hiking rates. The Fed is focused on fighting inflation – the best long-term option, but a short-term painful outcome for American voters. The coming electo...
Global Bond yields remain… fragile. As the US breaches 5% 10-year yields, the UK is now slowing QT which should be market positive. It’s high time the Bank of England and the UK Treasury (which famously pretend the other doesn’t exist) coop...
Europe is a diverse, culturally rich and fascinating continent but increasingly looks an economic basket case facing economic and demographic decline. Its suffering economic PTSD after successive shocks in Banking, Sovereign Debt and now En...
There is a rising kerfuffle around the safety of AI. There are good reasons to be fearful. The leading AI Tech Lords now acknowledge there are serious dangers – but AI is now a strategic resource! Thus, there are games of national and compa...
Keep your eyes on JD Vance. He is headed for a coronation. What will that mean for America and global markets? He’s not stupid, but many suspect hes is not his own man – he owes his successes to billionaire Mega-mind Peter Theil. Vance will...
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The writers behind this newsletter.
Strategist & Capital Markets
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