Respice Finem Macro
Harry MelandriThoughts on Finance, Economics and Geopolitics
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 13 | Founded | a year ago | Last Issue | 16 days ago |
| Active | |||||
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One Meme to Rule Them All
Summary
· Credit conditions have visibly tightened. Just look at private credit
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· I am struck by how many highly cash generative corpora...
A chat with Adam Trexler, CEO of Valaurum
Adam runs Valaurum, an innovative company in the gold space.
We get into the weeds about what’s been driving gold and silver, and why those trends have legs.
Why has gold been in a bull market?
Is it still a bull market, and if so...
When bad things happen to good asset classes
Corvin and I filled in for Maggie Lake on her Substack podcast, “The Market House”, a week ago. Some viewers might have noticed Maggie’s absence, given that neither of us is as professional or as attractive as her, although Corvin does have...
Iran, Warsh and higher US savings.
I must admit to being a bit bored of the US-Iran war issue. It’s not that it isn’t interesting or controversial. In fact, there are some striking disagreements about how the situation is likely to evolve. I think it’s because most people ha...
On Being Wrong: Postscript
I was not happy with “On Being Wrong”. I wanted to write out my thoughts, but it was unnecessarily wordy (a common problem for me!). I was chatting to a friend (H/T Mike K) and I summarized my thoughts far more succinctly.
I think mar...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Attending the university of life. Hoping not to graduate too soon.
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