The Big Interest Rate Trap

In 2019, I wrote my first book. My opinion was generally misunderstood at the time, but economic cycles repeat themselves and recent events have confirmed my initial scenario. I estimated…

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2023-02-02 SELL

We have just closed all long & short positions in the equity portfolios. Very high risk of sharp falls by March 2023, according to our leading indicators.Positions sold today 2023.02.02

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Food problems in focus

The prolonged La Niña phenomenon, which has affected temperatures and precipitation and exacerbated droughts and floods in various parts of the world, is likely to continue at least through August…

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A euro stablecoin backed by full reserves

Built to a higher standardEuro Coin (EUROC) is issued by Circle under the same full-reserve model as USD Coin (USDC), a trusted dollar digital currency with more than $54 billion in…

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