🔔 Bank Of England Withdraws Mortgage Affordability Test
Just as the housing market slows, and interest rates rise. Top timing as always. And Cathie Wood's price targets are outrageous for a reason.
🔔 "Recessions Don't Happen When Everyone Is Expecting Them"
"If everyone's expecting it, it won't happen" | The Next Big Thing in chip technology | Dollar dominates, but for how much longer?
🔔 Forget Russia & Ukraine, There's Tension Everywhere
From Trudeau's overreach to China's trade deal, trust is in short supply. It's also the currency of a prosperous society and free trade...
🔔 Quantitative 101: Easing, Tapering & Tightening (QE/QT)
Differences between Quantitative Easing, Quantitative Tapering & Quantitative Tightening often confuse people. #MacrodesiacFixesThis
🔔 China's Louis Vuitton Love Affair Is On Borrowed Time
Commoditized luxury isn't something a 'socially aware' China should buy into.. “From each according to his ability, to each according to his needs”
🔔 FX: Beta Kings... Emerging Market Currencies Part 1
Rounding off the FX series with the best of the bunch. If you enjoy volatility, pain, and always go back to your crazy ex for more, then these are the currencies for you!
🔔 "Central Banks Are Trapped, They've LOST CONTROL"
Depending who you listen to, central banks are TRAPPED, have LOST CONTROL, or are RECKLESSLY OUT OF CONTROL... What if I told you they weren't ever IN control...?
🔔 Supply Chain Fixed & Christmas Saved: Thank You Mr President!
🚨 Sarcasm detected! POTUS is trying to fix the supply chains Gas companies are failing Taleb's smugly pointing at 'antifragile'
🔔 BlackRock, Correlations & the Monthly Deutsche Bank Lawsuit
BlackRock taking over the world, looking for that $10 trillion Correlations are for Christmas, not for life And Deutsche Bank (allegedly) doing their thing again...
🔔 "Every single stock she has bought in the last two years has gone up significantly"
The greatest trader that ever lived is a woman Should central banks be hiking rates NOW to fight inflation? Move over Klarna, the big boys are back in town...
🔔 Are you concerned about the current fluctuations in the world's economy?
Every time I try to watch a YouTube video, I get asked that question 👆 Here's why you shouldn't be even a tiny bit concerned...
🔔 The NGMI Edition: Electric Vehicles, Supply Chains & Politicians
Electric Vehicles are 'only for the rich' Supply chains disrupting production well into next year... When's the political revolution?
🔔 Economic power shifts, marshmallows & manipulated data
Global economic power continues to shift from West to East Stick cooperation into your economic models! Can China's official data be trusted?
Morning Call: Afghanistan has fallen, China weighs on the Aussie and UK house prices facing a peak
the situation in Afghanistan, and the Aussie dollar getting hit by a double whammy of China slowdown (and data misses) alongside Australian lockdowns
🔔 Football's getting 'Messi' & Bilderberg for economists...
Football's business insanity is fantastic, but those finances are a long way from fixed... Heard of the Bilderberg meetings? Turns out there's an economist version Bleak outlook for Thailands' tourism industry
🔔 Higher wages & index misunderstandings... Will the Fed spoil the party?
Wages are going up (for now): can the trend continue? Index hate (especially the DXY) Kaplan's deeper insights on a Fed taper decision
🔔 Hey China, we really miss you, let's meet up. xoxo
Loveletters to China from US trade groups S&P to 4700 this year, then 10,000 Tesla isn't in the big boys EV club Comparing WW2 blackouts to vaccinations
🔔 The beats go on, but will Robinhood IPO mark the top?
Massive earnings beats continue, Robinhood IPO looms large over BTFDers and the Dividend Aristocrats maintain that boring is best...
🔔 Today is Monday so this will be the BEST thing you've ever read
What's Monday got to do with it being the best? Don't give me cheap "correlation doesn't equal causation" gibes. It gets old and the burden of proof is on you.
🔔 Big Tech breakups won't happen: Let them fight it out!
A fight to the death, Gladiator style, then regulate the winner. The Hunger Games for Big Tech (but who gets the streaming rights...?)
🔔 Here's why Amazon & MGM are the perfect match...
Did Amazon overpay or is there more to this story? $8.45 billion is a high price for MGM who were reportedly available for a mere $5 billion at the end of last year... (& get to know Big Tech better)