A 2x weekly newsletter covering the intersection of macro, markets, geopolitics, and cryptocurrencies, for both the professional and retail investor.
Can the EU move away from Russian imports? We break it down for you.
Tesla vs. Toyota, PEs at Market Bottoms, Energy Arbitrage, Sovereign Defaults, Nuclear Reactors, Home Sales by Price Range, World Cup Spending
Natural Gas and LNG markets are top of mind for global geopolitics. What should we be aware of?
We look back at what markets did in the first half of the year and highlight the main themes for the second half.
The BoJ Experiment, Policy Makers Constraint Framework, Particulate Emissions from Tires, Post Secondary Enrollment, Refiners and Crack Spreads
Deep dive into the current macro set-up, with a special focus on Europe, Japan, and the US.
Breaking down the Crypto Sell-Off, the MVRV, and the Ethereum Merge.
Covering energy, wealth creation and preservation, and deep-dives into a select few of their pieces.