View from the Peak
Paul KrakeGlobal Investment Landscape
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 27 | Subscribers | Read | viewfromthepeak.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Jobless Boom and the Irrelevance of the Fed
Artificial Intelligence will strip away the last remnants of economic friction, eroding traditional economic cycles. By 2029, the US could experience 4–5% real GDP growth, accompanied by collapsing labor demand, unemployment rates of 6–8%, ...
China won't lose
Six months into President Trump's return to the White House, the world is reverting to a familiar equilibrium. The drama of policy shocks and the breathless commentary about a new global order have given way to something far more recognisab...
AI Dominance has Supplanted Geopolitics.
The next phase of the AI investment cycle does not need perfect geopolitics; it just needs quiet. With US trade tensions de-escalating, the fiscal panic proving overblown, and the debate around US exceptionalism fading into the background, ...
H2 2025 - The Irrelevance of Politics
#### The defining theme of the second half of 2025 is the market's increasing indifference to political volatility. Despite the noise from Washington, including tariffs, isolationism, and executive order chaos, the resilience of US institut...
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