the global economy

simplified

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

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.

Diego Tremiterra
Markets
Members Public

Market Sell-Off: What's Next?

Quantitative Tightening, Market Sell-Off, and the Corporate Put is Back

Diego Tremiterra
Recap
Members Public

May at Lykeion

In the northern hemisphere, May marks the last month before summer begins, and at Lykeion, it also marks the end of Tim’s annual spiritual and surfing retreat in Central America. This period is traditionally followed by as many months as his Visa will allow for in Europe. France, Malta,

Tim Purcell
Charts
Members Public

Charts of the Month - May '22

Student Bailouts, Secretary of Energy, Oil & Gas Drawdowns, Lithium vs Hydrogen, US Crops for Fuel, Tech's Bloodbath, Bitcoin in 401(k)s, Inflation LEVEL

Diego Tremiterra
Crypto
Members Public

Capitalism at Work

We look at what recent price performance implies for the future of BTC, and explain the Luna and Terra collapse.

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