THE REAL CHINA RESHORING ISN´T WHAT YOU THINK / THE WALL STREET JOURNAL

The Real China Reshoring Isn’t What You Think Foreign brands need to retool for more Chinese spending at home By Jacky Wong People li...

IS CALIFORNIA OVER ? / DOLLAR COLLAPSE

Is California Over? BY JOHN RUBINO By now it’s painfully obvious that we humans tend to ruin our favorite places by overrunning them. ...

MINIMIZING THE SOCIAL COST OF COVID-19 / PROJECT SYNDICATE

Minimizing the Social Cost of COVID-19 Efforts to turn an effective institutional response to the pandemic into a political or ideological...

SUMMER 2020 / CREDIT BUBBLE BULLETIN

Summer of 2020 Doug Nolan QE fundamentally changed finance. What commenced at the Federal Reserve with a post-mortgage finance Bubb...

TIME FOR ACTION ON AMERICA´S DARWINIAN DEBT STRUGGLE / THE FINANCIAL TIMES OP EDITORIAL

Time for action on America’s Darwinian debt struggle A credit crisis among small businesses risks creating an even more lopsided US econom...

STOCKS WENT HAYWIRE TODAY. THE STEEPENING TREASURY YIELD CURVE TELLS THE REAL STORY / BARRON´S MAGAZINE

Stocks Went Haywire Today. The Steepening Treasury Yield Curve Tells the Real Story. By Alexandra Scaggs A morning briefing on what you...

ACCOUNTABILITY IN THE SOUTH CHINA SEA / THE WALL STREET JOURNAL

Accountability in the South China Sea The U.S. imposes sanctions on firms militarizing islands. By The Editorial Board An MH-60R Sea ...

CHINA´S DIGITAL CURRENCY WILL RISE BUT NOT RULE / PROJECT SYNDICATE

China’s Digital Currency Will Rise but Not Rule China’s new digital currency and its cross-border payments system will together enhance th...

THE ONE THING YOU CAN CONTROL RIGHT NOW: YOURSELF / THE WALL STREET JOURNAL

The One Thing You Can Control Right Now: Yourself We feel powerless over so many things in the pandemic. But learning to practice better s...

SOFTBANK UNMASKED AS "NASDAQ WHALE" THAT STOKED TECH RALLY / THE FINANCIAL TIMES

SoftBank unmasked as ‘Nasdaq whale’ that stoked tech rally Japanese conglomerate has been snapping up options in huge amounts over past mo...

DEMOCRATS CANNOT RULE OUT TRUMP VICTORY / THE FINANCIAL TIMES OP EDITORIAL

Democrats cannot rule out Trump victory Pinning hopes on positive polls puts party in danger of ignoring the lessons of 2016 Gideon Rach...

EUROPEAN BANKS LOAD UP ON GOVERNMENT BONDS, RAISING CONCERNS OVER "DOOM LOOP" / THE FINANCIAL TIMES

European banks load up on government bonds, raising concerns over ‘doom loop S&P says rapid build-up is different to period before euroz...

SPACE ODDITY & HELICOPTER MONEY / MATTERNHORN ASSET MANAGEMENT

SPACE ODDITY & HELICOPTER MONEY by Egon von Greyerz “Ground control to Major Tom … Your circuit is dead, there’s something wro...