Matein’s Substack
Matein KhalidAn analysis of global and Middle East financial market opportunities in real time.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 288 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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matein.substack.comLatest Issues
Making Money, Memories and Multi-bagger Magic in Nigerian Stocks
Literature was my pathway to Nigeria, as it was to so many other places, people and ghosts in my life. Chinua Achebe taught me what happens when things fall apart in an Ibo village eons before the first Mzungu slaver Oba set foot on the bea...
A hard money Fed will collide with the mother of all AI credit bubble in 2027
I never thought a routine telegraphed 0.25% a rate hike at a FOMC conclave would make September 16, 2026 one of the scariest days in my investing career, right up there with September 15, 2008 (the Tuesday Lehman died), September 11, 2001 t...
Diesel shock threatens a new era of global stagflation
A convergence of geopolitical, weather-related and national export-policy shocks has triggered a mini black-swan event in diesel prices. The “workhorse” fuel of the global economy accounts for almost a third of daily oil demand – around 3...
LatAm gushers and possible Venezuela exit a nightmare for Opec
It is ironic that Opec, born as the brainchild of a nationalist Venezuelan oil minister in 1960, could die in 2027 as a result of events in that country. US President Donald Trump’s seizure of leader Nicolás Maduro in a military raid on C...
What Shein’s $27bn IPO means for Mubadala
Chinese fast-fashion giant Shein is set to list in Hong Kong on September 1 at a valuation of up to $27 billion. That is less than half the $64 billion valuation at which Abu Dhabi sovereign wealth fund Mubadala invested in 2023.
It...
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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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