A 1987 CRASH IN STOCKS WITH A GOLDEN DAWN FOR OIL AND GOLD / MATTERHORN ASSET MANAGEMENT

A 1987 CRASH IN STOCKS WITH A GOLDEN DAWN FOR OIL AND GOLD By Egon von Greyerz What a bloody mess!  Well, economic collapses and wars always...

POLITICS HAMPER CHINA´S EFFORTS TO STIMULATE THE ECONOMY / THE ECONOMIST

No time for stinginess Politics hamper China’s efforts to stimulate the economy The prime minister is weak and the president frugal   A deca...

A FINANCIAL CRISIS IN CHINA IS NO LONGER UNTHINKABLE / THE WALL STREET JOURNAL

A Financial Crisis in China Is No Longer Unthinkable Extensive fiscal and financial imbalances have taken China, its leadership and the worl...

WHAT HAPPENED TO THE SAVINGS SQUIRRELLED AWAY DURING THE PANDEMIC? / THE FINANCIAL TIMES OP EDITORIAL

What happened to the savings squirrelled away during the pandemic? Betting against the American consumer is bold. But there are signs that t...

THE LAST WAR / GEOPOLITICAL FUTURES

The Last War By: George Friedman The world is focused on the Hamas-Israel war that is now raging.  But this war has its psychological antece...

AMERICA´S DEBT PROBLEM IS TOO BIG FOR THE BOND VIGILANTES / THE WALL STREET JOURNAL

America’s Debt Problem Is Too Big for the Bond Vigilantes Surging deficits and bond yields create an opening, but investors are likely to ta...