Swerve Insights
Pietro VentaniMajor change lies ahead for society and financial markets. Be prepared. Manage risk. Capture opportunity. It is time to SWERVE
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 209 | Subscribers | Read | swerveinsights.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Podcast Interview: "For The Record - Don't Underestimate China" With Maggie Lake
In 2024, the spread between US valuations and Chinese fundamentals reached a critical inflection point. My call for Chinese outperformance was met with skepticism. 12 months later MSCI China is up 36% vs 17% for the S&P500.
The Case for Cash: The Most Underowned Asset in Today’s Markets
How "Trash" Turns into Alpha
Swerve QuickTake - The Great Rebalancing: Why Policy and Geopolitics Now Favor China
This week’s Swerve QuickTake is a 2-minute recap of last week’s “The Great Rebalancing: Why Policy and Geopolitics Now Favor China”.
Introducing Swerve QuickTake
I’m pleased to share a new way to engage with Swerve Insights; SWERVE QUICKTAKE.
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Authors
The writers behind this newsletter.
Global Macro Strategy | Guiding UHNW & Family Offices Through Geopolitical and Macro Shifts | 5 Years of Timestamped, Accurate Macro and Asset Price Predictions
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