investing
The Monroe Doctrine 2.0: What a US ‘Peace Through Strength’ Policy Means for the Global Economy
A “stronger than ever” Monroe Doctrine signals a major US policy shift, impacting global trade, investing, and the economy. Here’s what it means for you.
Decoding the Buffett Indicator: Is the Global Stock Market Flashing a Major Warning Sign?
The global stock market’s value is 122% of global GDP, a key warning sign. We explore what the “Buffett Indicator” means for finance and investing today.
Beyond the Stream: Why the Netflix-Warner Bros. Deal Rewrites the Rules of Media and Finance
A landmark deal between Netflix and Warner Bros. signals the end of streaming exclusivity, rewriting the rules of media, finance, and investing.
The Copper King’s Gambit: Why Glencore’s Next Move Will Reshape the Global Economy
Glencore is leveraging its world-class copper assets in a high-stakes M&A gambit, forcing the market to either back its growth or acquire it whole.
The Prosperity Paradox: Why You Feel Poorer in a Richer Economy
Why do we feel poorer when the economy is growing? This post explores the economic paradox of cheap goods but expensive essential services like healthcare.
The €260 Billion Dilemma: Is the EU Sacrificing the Euro’s Future to Fund Ukraine?
The EU’s plan to use frozen Russian assets to aid Ukraine sparks fears of a backlash that could erode the euro’s global status and rattle investors.
The Investor’s Crossword: Decoding the Puzzles of the Modern Financial Market
The world of finance is a complex puzzle. By applying the mindset of a crossword solver, investors can better decode macroeconomic trends and fintech disruptions.
Navigating the Headwinds: An Investor’s Guide to the Democrats’ Uphill Economic Battle
The Democratic party faces a steep economic climb. This analysis dissects the challenges and their impact on finance, investing, and the stock market.
The National Capitalist: How Blockchain and AI Are Challenging a 150-Year-Old Economic Prophecy
Friedrich Engels predicted the state would become the ultimate capitalist. A new letter asks if fintech and blockchain are the tools to finally topple it.
The Price of Division: Analyzing the Economic Fallout of the Holy Land Conflict
The Israeli-Palestinian conflict is not just a human tragedy but an economic calamity with deep implications for finance, investing, and the global economy.
The Biscuit Barometer: What a Trader’s Nervous Habit Reveals About Modern Finance
A trader’s nervous habit is a metaphor for the psychology of investing. We explore how finance has evolved from gut-feel to the age of fintech and AI.
The Unseen Balance Sheet: Why the UK’s Asylum Policy is a Costly Economic Misstep
The UK’s asylum policy, focused on costly deterrents, is an economic misstep. A smarter strategy involves investing in global development and financial technology.