October Market Insights: The Great Delusion
Are We Trapped in a Cycle of Change That Never Changes? A Forecast for 2025 and Beyond “The more things change, the more they stay the same.” – Jean-Baptiste Alphonse Karr Download this PDF here. As we emerge from the shadow of COVID-19, a narrative of robust economic recovery has taken hold. Yet, beneath this […]
September Market Insights: Trump’s Trade War
America’s Imperial Twilight or Dawn of a New Golden Age? A Non-Consensus Call for Interest Rates to be “Lower for Longer” “Free trade gives to the foreign producer equal privileges with us. It invites the product of cheap labour to this market to destroy the domestic labour here.” – William McKinley Download this PDF here. […]
August Market Insights: Trump’s Fiscal Frenzy
Godfather of Modern Monetary Theory Warns of “Drunken Sailor” Spending “Neither a borrower nor a lender be; For loan oft loses both itself and friend, and borrowing dulls the edge of husbandry.” – William Shakespeare, Hamlet Download this PDF here. At this very moment, the U.S. faces a fiscal predicament which urgently calls for proactive […]
July Market Insights: Navigating The Dual Revolutions
AI’s Underestimated Truth and the Coming Fiscal Storm “History is strewn thick with evidence that a truth is not hard to kill, but a lie, well told, is immortal.” – Mark Twain Download this PDF here. Mark Twain once delivered a sobering reminder of humanity’s tendency to disregard transformative ideas while allowing misconceptions to persist. As we […]
June Market Insights: The Grand Chessboard
Navigating Geopolitical Investments In the grand geopolitical game, it’s not always the most powerful states that hold sway, but often those positioned in critical locations. Their vulnerability can significantly impact the strategies of the world’s power players. – Zbigniew Brzezinski Download this PDF here. In the complex arena of global finance, as in geopolitics, strategic […]
May Market Insights: Out Of Options
Navigating An Era Of Fiscal Dominance, Rate Cuts And Debt Monetization Those who fail to learn from history are condemned to repeat it. – Sir Winston Churchill Download this PDF here. The Ghost of Arthur Burns U.S. Federal Reserve Chair Jerome Powell, deeply mindful of Arthur Burns’ missteps and inspired by Paul Volcker’s tenacity, is […]
April Market Insights: Greenspan’s Game Of Thrones
Navigating the Monsters and Bubbles of Today’s Transformative Economy “There are no heroes; in life, the monsters win.” – Sansa Stark, Game of Thrones Download this PDF here. We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the intertwined narratives […]
March Market Insights: The Financial Storm Is Coming
NAVIGATING CHINA, FED TIGHTENING, FINANCIAL INSTABILITY AND RATE CUTS “A national debt, if it is not excessive, will be to us a national blessing.” – Alexander Hamilton Download this PDF here. It’s All About Timing. Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. The hardest part […]
February Market Insights: Trump’s Shadow
Echoes of History and Financial Markets in a Post-Pandemic World Download this PDF here. As we enter a presidential election year in the U.S., financial markets are resonating with historical echoes. One can particularly recognize the rise of populism after the Civil War, which parallels today’s socio-political dynamics. This comparison challenges the conventional wisdom about […]
January Market Insights: Is There Something Rotten In The State Of Canada?
Part 2: Canada’s 2024 Economic Storm In the middle of difficulty, lies opportunity. – Albert Einstein Download this PDF here. In this sequel to Is There Something Rotten in the State of Canada? we delve further into the complex web of monetary and fiscal policies that seem at odds with one another, evoking the drama of a […]