The Nvidia Bubble, The Economics of War, The German Industrial Complex, Mexico Trading Places
The price of uranium is surging - this piece explores the geopolitical and fundamental drivers of the move.
The potential impact on Natural Gas markets of the Armenia-Azerbaijan war, the Israel-Hamas war, and the undersea attacks in the North and Baltic Seas
End of NIRP, Home Prices, Toyota's 1:6:90, Spanish Gas, The Price of Nationalism
Tim Purcell5 hours ago
What are the implications of an increasingly more Russia-aligned Sahel region?
Scott SmitsonMar 26, 2024
U.S. - China Update, Collateral Damage in Egypt, AUKUS + Japan, Alliance in the Sahel
Tim PurcellMar 21, 2024
Momentum is building for a major policy change from the world's primary creditor nation.
Roger HirstMar 18, 2024
Chinese influence, tensions between Ethiopia and Egypt, and the dispute over Somaliland
Scott SmitsonMar 15, 2024
Will the market continue making new all-time highs?
Diego TremiterraMar 07, 2024
Tim PurcellFeb 29, 2024
Does a weaker Chinese economy increase the likelihood of war?
Scott SmitsonFeb 23, 2024
"Xi Jinping will face the largest internal threat to his position"
Scott SmitsonFeb 18, 2024
Structural change in the outlook for China or a buying opportunity for an oversold equity market?
Roger HirstFeb 16, 2024
The rise of Indonesia as a geopolitical and economic powerhouse takes center stage as their elections begin.
Tim Purcell, Scott SmitsonFeb 13, 2024