Are conditions tight enough to slow inflation?
We look back at what markets did in the first half of the year and highlight the main themes for the second half
We look back at what we've written over the past month
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
A deep dive into what led the US dollar to become the global reserve currency, and what it'd take for that to change
Quantitative Tightening, Market Sell-Off, and the Corporate Put is Back
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