Long Term Rate Headache By John Mauldin I talk about the Federal Reserve often in these letters, and for good reasons. Fed policy has enor...
THE SURPRISING BENEFITS OF RED LIGHT / THE ECONOMIST
Heating up The surprising benefits of red light Better skin, faster wound-healing and reduced vision-loss are on the cards A person holds a ...
AI IS NOT ENOUGH TO ARREST CHINA`S DECLINE / THE FINANCIAL TIMES OP EDITORIAL
AI is not enough to arrest China’s decline There are other, more powerful forces weighing on the country’s economy Ruchir Sharma High-rise b...
THE HOUTHIS ARE NOT FIGHTING IRAN`S WAR / GEOPOLITICAL FUTURES
The Houthis Are Not Fighting Iran’s War Tehran's regional network is becoming less a proxy force than a coalition of autonomous partners...
HOW AI COULD REINFORCE DOLLAR DOMINANCE / PROJECT SYNDICATE
How AI Could Reinforce Dollar Dominance While policymakers and economists debate the future of dollar dominance, AI companies, cloud provide...
THE U.S. AS THE WORLD`S ROBBER BARON / PROJECT SYNDICATE
The US as the World’s Robber Baron Like the Gilded Age robber barons, the United States under President Donald Trump is using trade policy t...
BOND YIELD BREAKOUT / CREDIT BUBBLE BULLETIN
Bond Yield Breakout Doug Nolan Note to readers: Many of the yields and indicators referenced below can be viewed in chart form at the new s...