Global dollar: reserves, finance, consumption and donuts.
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(of course Vietnam has a trade surplus, not deficit, with US, corrected now)
President-elect Trump’s command of both houses and Supreme Court mean he is better prepared and more determined to radically remake America and the world. He has nominated committed loyalists to key positions. An appropriate reaction would ...
I will visit Vietnam followed by Australia over the next few weeks. I’ll observe and question how Vietnam is adapting to the China displacement trend and try to uncover the reaction of both countries to the incoming American administration ...
United States government finances are in a dire state and getting worse. The Congressional Budget Office (CBO) says so, the IMF says so, the investment community say so. The gold price is saying so. The average annual fiscal deficit for the...
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The writers behind this newsletter.
Investment industry professional with 40 years of experience focussed on macro-investing.
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