SPOILS OF WAR: HOW AN OIL-SUPPLY CRISIS COULD BRING ABOUT AN INVESTMENT BOOM / THE ECONOMIST

 Spoils of war How an oil-supply crisis could bring about an investment boom The windfall from the Gulf war has shored up balance-sheets and...

THE REAL RISK OF PRIVATE CREDIT´S INVOLVEMENT IN THE PENSION BUSINESS / THE FINANCIAL TIMES MARKETS INSIGHT

The real risk of private credit’s involvement in the pension business The critical issue is liquidity and ensuring that long-term promises t...

FIVE WAYS THE IRAN ENERGY SHOCK IS WRONFOOTING THE WORLD / THE FINANCIAL TIMES BIG READ

Five ways the Iran energy shock is wrongfooting the world Don’t obsess about the crude price and don’t think this crisis is like its predece...

HOW 9/11 FRACTURED THE GLOBAL ORDER / PROJECT SYNDICATE

How 9/11 Fractured the Global Order The terrorist attack on the United States 25 years ago remains among the most consequential events of th...

REVERSING FINANCIAL REPRESSION / JOHN MAULDIN´S WEEKLY NEWSLETTER

Reversing Financial Repression John Mauldin As you might imagine, I literally get scores of emails loaded with information every day.  On ...

BRAZIL`S NEXT PRESIDENT WILL EITHER BE A VENGEFUL NEPO-BABY OR A DODDERING LEFTIE / THE ECONOMIST

Disappointment guaranteed Brazil’s next president will either be a vengeful nepo-baby or a doddering leftie Latin America’s biggest country ...