This crisis centers on the intersection of bad weather for wind energy generation and decades of poor policy planning.
We might have the first US Bitcoin ETF being approved as early as next week
Negative Interest Rate Swap Spreads and why they matter
The energy crisis is likely to get worse, and China risks will likely be contained
We look back at what we've written over the past month
Remittances, Revenue per FTE, CAPEX by Industry, High Yield Debt with Negative Interest, Dying From... , Sub 3-Hour Flights
We clarify the differences between trading and voluntary schemes, as well as point out what's great and less so about them
Improving collateral will reduce BTC volatility going forward, and NFTs are an overheated market that might open up many future opportunities.
Whilst 'Tapering' in 2013 meant higher yields, this time around, if it does take place, it'll likely lead to lower yields
US Spending vs. Income, SPX:TLT, TSA Traffic, Generational Debt-to-Income, Google & Apple, Share Buybacks
If you believe in inflation or deflation, chances are, you're somehow right. For now. But we need to dive deep to figure out what the future holds for this 'debate of our time'
Record-high equity inflows promise a continued liquidity bonanza for markets, while the oil supply and demand imbalance is likely to grow more acute than what consensus expects.