Rates are going to continue rising. Stron jobs report confirms this. Crypto may have some spillover effects, but doesn’t seem to be likely to cause contagion. Business seems very negative, but pro
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read moreA look at today’s stock market is enough to understand the main concern for oil markets right now, recession. Whilst most assessments expected recession to kick in later this year, its first signs are already emerging with European economies potentially entering …
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Sajid Javid and Rishi Sunak, NHS Secretary and Chancellor have resigned their cabinet posts. Boris Johnson has been the target of relentless contempt from mainstream media, principally for telling bare-faced lies (allegedly).
The pound sank 1.3% to less than $1.20. Gilts …
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Outliers has a post about collecting letters from companies who are led by their founders. Here it is.
Some of these companies are worth further pursuit.
The world is now fixated on inflation. One of the most important functions of money …
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You can read his latest compilation here. Bill Fleckenstein has been talking about the time when the bond market takes away the printing press. The bond market has been weak, and one of the biggest holders of …
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World stockmarkets (here represented by the ACWI ETF, which tracks the global, market-cap weighted, equity level), have had a relentlessly bad six months. The culprit is the tightening of monetary conditions. This is probably going to go on. Personal Consumption Expenditure …
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So many people have Covid. Everyone is coughing. Supposedly, this is the BA.5 variant. I just know that a lot of people I personally know have got tested positive. This thing is not going out without kicking and screaming. I am not sure govt …
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