Economy

Some political pundits think that Iran holds important negotiating cards versus the US if it can control traffic through the Strait of…
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Thank you for the opportunity to speak to you today.1 In preparing for…
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Last week we noted that we faced a period of instability for Treasuries. Since then, the hit 4.6% last Friday, and today has just hit…
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The country America tried to contain through tariffs and chip export bans has become the world’s fastest-growing AI market, largest EV…
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Imagine walking into a store, buying a product, and then being forced to pay the bill for the guy who walked out empty-handed right…
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Nvidia () tops the charts with record market cap, and Germany’s economy appears sluggish, while American purchasing power recedes.Nvidia…
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US Treasuries are playing a coy game of waiting and watching for another attempt at a break above 4.5%. The 10Y euro swap rate is stuck…
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The View from the Looking Glass: Why 50,000 is a Wall, Not a Door I feel like I’m in Wonderland, and I’m one of the only ones left…
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The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous. After more than 30…
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As we passed the 81st anniversary of Victory in Europe (V-E Day, May 8, 1945) last week, it brought to mind how well that continent…
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