Geopolitics

Europe Held Hostage

Plus the Fed and the vote

Sep 13, 2024 •

China, de-leveraging and the Fed

Sep 6, 2024 •

The Global Scan

Plus, an asset allocation update

Sep 1, 2024 •

Immoral Markets

Leaders and Policy

Jul 18, 2024 •

US, China and Asset Allocation

Jul 12, 2024 •

The Degrees Matter

Geopolitics, the US and Japan

Jun 14, 2024 •

Divergences--Geopolitical and Economic

The real injustice, I said, beginning to get heated, is that an honest man must live a penurious life in our country.

Jun 7, 2024 •

Of Sanctions and Shipping

A conversation with J. Mintzmyer

May 16, 2024 •

57:24

Today's Soviets & Long, Variable Lags

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May 10, 2024 •

Wealth, War & Rates

Readers, I was a guest on the Market Huddle podcast this week.

Apr 19, 2024 •

The Swing to Center

Letter from Istanbul, Cycles & Markets

Apr 5, 2024 •

Letter from Buenos Aires

This is a free post to give you a sense of what paid subscribers see. Writing these posts takes effort.

Mar 23, 2024 •

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