23 January 2023
💵 Enough Is Enough
Sending that yield curve back to positive territory, the ultimate recessionary indicator.
20 January 2023
💵 Competing Narratives
From Goldilocks and the Soft Landing to Stagflation and the Great Depression 2.0, so many narratives are competing for market attention. It's hard to get a solid read. We'll need to stay the course.
19 January 2023
💵 The Best Investment
It's accepted wisdom that getting on the property ladder is the best way to set yourself up for life. The best investment you'll ever make. What if that's wrong?
18 January 2023
💵 If It Moves, Tokenise It
Crypto has dropped the ball. TradFi is taking tokenisation and running with it. If it moves, tokenise it...
16 January 2023
💵 The Annual WTAF Davos Meeting
WEF, Davos. Private jets, bug-eating & hypocrisy. Loathe them or not, these people make policy that impacts markets...
13 January 2023
💵 Peak Goldilocks - No Soft Landing
Lots of optimism doing the rounds. Goldilocks is unlikely to last. Miracles are possible, but not probable
12 January 2023
💵 Thinking The Right Way About CPI
Everyone's got their hot takes on the CPI number and what it will mean for markets. Here's another (better) way to think about it
11 January 2023
💵 The Death Of The Dollar (Again)
The death of the dollar is - once again - imminent. The petroyuan's taking over. Must be a day ending in y.