
An analysis of global and Middle East financial market opportunities in real time.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 172 | Subscribers | Read | matein.substack.com |
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Private equity and money center banks on Wall Street are in free fall even as the private credit market is in classic contagion mode, without a lender of the last resort for overleveraged shadow banks/hedge funds whose illiquid assets now d...
Gold is in its most spectacular bull run since 1976-1980, when prices rocketed from $91 to over $800 an ounce.
Ruchir D., is more valuable to my portfolio than Ruchi S., who helps me relearn macro data points from the major emerging markets, all of whom I have visited multiple times other than Indonesia. Ruchir D, who shares the same clan name as th...
Trilogy Metals is not exactly a world famous mining name like Rio Tinto, BHP and Glencore but those of us who believe that strategic metals investing is the new AI theme on the stock exchange know this Alaskan miner of cobalt, copper, galli...
The writers behind this newsletter.
Obsessed by the nexus between global financial markets and geopolitics, technology and macroeconomics. Love history, literature and exploring our beautiful planet and the sheer spectrum of human cultures that have evolved in it.
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