the global economy

/ simplified

macro. markets. geopolitics. crypto.

Lykeion
Roger Hirst
Markets
Members Public

Time to be Contrarian?

Given where consensus stands currently, what are the options for investors?

Roger Hirst
Markets
Members Public

Yen Weakness, Why It Matters, and Recession Risks

We cover the latest developments around the Japanese Yen, and dissect its implication for Asia and the rest of the World.

Diego Tremiterra
Recap
Members Public

April at Lykeion

We look back at what we've written over the past month.

Tim Purcell
Members Public

Charts of the Month - April '22

US Budget, Netflix vs. Disney, Streaming Services, Owners of US Debt, Patagonia Supply Chains, Apple's Cash Hoard

Tim Purcell
Charts
Members Public

Why Does This Chart Matter?

The number of recessions has declined since the Great Depression - is this a good thing?

Jacob Shapiro
Geopolitics
Members Public

The Investment Case for Latin America

Recent global geopolitical developments might just be the necessary catalyst for the region to finally unleash its long-overdue potential.

Diego Tremiterra
Crypto
Members Public

Bitcoin in Q1: Outperforming Risk-On Assets

Despite the range-bound price performance, there is plenty to learn from Q1.

Diego Tremiterra
Markets
Members Public

Markets in Q1: Inflation, Energy, and De-Globalization

We dive into the main themes coming out of Q1'22.

Diego Tremiterra
Recap
Members Public

March at Lykeion

We look back at what we've written over the past month.

Tim Purcell
Charts
Members Public

Charts of the Month - March '22

Gas Shortages, Oil Exports, LatAm VC Investments, YTD Sector Returns, GBTC Conversion, Impact vs ESG, and the Foo

Roger Hirst
Markets
Members Public

Recession Risk Indicator: Yield Curve or Inflation?

Should we look at the yield curve or at inflation levels to assess the real risk of a recession?

Jacob Shapiro
Geopolitics
Members Public

The Geopolitics of Food

The global food system today is at risk.