
PhD, CEO, and Associate Professor of Economics. 20 years of training in economics and nearly a lifetime of training in geopolitics. I provide you with an unyielding and uncensored view.
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The US energy empire in creation, with a grave cost for the world
On May 6, I wrote to you about the warning of Brian Berlectic:
Part XI: Credit recession nears (this time for real) and it will hit the US economy like a hammer
There are some very important implications concerning the world economy and humanity in general in what I wrote yesterday. I will use the wee...
Iran takes its gloves off (somewhat)
Last night, Brett Erickson noted, based on a recent UKMTO report, that Iran had struck a tanker off the coast of Qatar with multiple projectiles. On Tuesday, the MenchOsint account in X had identified 1...
Part X: Credit markets start to ‘act out’
On Friday, while returning to work after a brief sickness, I noted that stress had started to build in the US credit markets. Figure 1 depicts the spreads of yields of three corporate credit rating...
This morning, I saw an interesting interview in Squawk Box Europe (CNBC), where an energy expert from Argus Media noted that the reported flow of oil from the Middle East differs in the magnitude of millions of barrels depending on the sour...
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The writers behind this newsletter.
I am an economist (PhD), a Chairman of Grown Capital Ltd, and I hold the title of Associate Professor of Economics at the University of Helsinki. This newsletter tracks my thinking and forecasts concerning the economy and geopolitics.
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