the global economy

simplified

A 2x weekly newsletter covering the intersection of macro, markets, geopolitics, and cryptocurrencies, for both the professional and retail investor.

Diego Tremiterra
Editorial
Members Public

The EU and Its Russian Energy Dependence

Can the EU move away from Russian imports? We break it down for you.

Diego Tremiterra
Recap
Members Public

July at Lykeion

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

Tim Purcell
Charts
Members Public

Charts of the Month - July '22

Tesla vs. Toyota, PEs at Market Bottoms, Energy Arbitrage, Sovereign Defaults, Nuclear Reactors, Home Sales by Price Range, World Cup Spending

Jacob Shapiro
Geopolitics
Members Public

Nat Gas, LNG, and the Need for Alternatives to Russian Pipelines

Natural Gas and LNG markets are top of mind for global geopolitics. What should we be aware of?

Tim Purcell
Charts
Members Public

Financial Conditions Index vs. Inflation

Are conditions tight enough to slow inflation?

Diego Tremiterra
Markets
Members Public

Markets in 2H: Earnings Downgrades and Margin Compression

We look back at what markets did in the first half of the year and highlight the main themes for the second half.

Diego Tremiterra
Recap
Members Public

June at Lykeion

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

Tim Purcell
Charts
Members Public

Charts of the Month - June '22

The BoJ Experiment, Policy Makers Constraint Framework, Particulate Emissions from Tires, Post Secondary Enrollment, Refiners and Crack Spreads

Roger Hirst
Macro
Members Public

The Euro, the State of the Bear Market, and the Need for a Stronger USD

Deep dive into the current macro set-up, with a special focus on Europe, Japan, and the US.

Diego Tremiterra
Crypto
Members Public

DeFi's Liquidity Issues and BTC's Market Value to Realized Value

Breaking down the Crypto Sell-Off, the MVRV, and the Ethereum Merge.

Tim Purcell
Editorial
Members Public

A Q&A with Doomberg

Covering energy, wealth creation and preservation, and deep-dives into a select few of their pieces.

Jacob Shapiro
Geopolitics
Members Public

What Would It Take for the USD to Lose its Reserve Status?

A deep dive into what led the US dollar to become the global reserve currency, and what it'd take for that to change.