THE REST OF THE WORLD SHOULD WATCH WHAT IS HAPPENING IN SHANGHAI / THE FINANCIAL TIMES OP EDITORIAL

The rest of the world should watch what is happening in Shanghai Covid lockdown in China’s biggest city will have global economic reverberat...

CASH IS KING IN UNCERTAIN TIMES / THE FINANCIAL TIMES OP EDITORIAL

Cash is king in uncertain times Investors should play safe in the face of war and inflation John Redwood © Bloomberg When I drew attention...

RUSSIA´S WAR IS CREATING CORPORATE WINNERS AND LOSERS / THE ECONOMIST

Value-chain reaction Russia’s war is creating corporate winners and losers As well as enormous volatility Most multinational companies can l...

PRICING EXISTENCIAL RISK / PROJECT SYNDICATE

Pricing Existential Risk Just because there is no hedge for Armageddon doesn't mean that investors should ignore existential risk. Conti...

CAN THE FED OUTRUN DEBT DEFLATION WITHOUT DESTROYING THE DOLLAR? / DOLLAR COLLAPSE

Can The Fed Outrun Debt Deflation Without Destroying The Dollar? BY JOHN RUBINO  From J Taylor’s Gold, Energy and Tech Stocks newsletter: I ...

CHILE´S NEW PRESIDENT WON FROM THE LEFT. CAN HE GOVERN LIKE THAT? / THE ECONOMIST

Chile’s new president won from the left. Can he govern like that? The heart and head of Gabriel Boric “We are here today but we don’t forget...

XI JINPING´S CHOICE / PROJECT SYNDICATE

Xi Jinping's Choice Is China a collaborator and accomplice in Russian President Vladimir Putin’s terrible crime against Ukraine, or can ...

BONDS SIGNAL RECESSION. STOCKS HAVE BEEN BUOYANT. WHAT GIVES? / THE ECONOMIST

Buttonwood Bonds signal recession. Stocks have been buoyant. What gives? Stocks may have been ahead of bonds on inflation risk War! famine! ...

THE LAST LOCKDOWN?: WHAT SHANGHAI LOCKDOWNS MEAN FOR CHINA INC / THE ECONOMIST

The last lockdown? What Shanghai lockdowns mean for China Inc Nothing good “Snatch groceries first, then get a covid test” has quickly becom...

CHINA´S GREAT-POWER PLAY / THE WALL STREET JOURNAL EDITORIAL

China’s Great-Power Play Xi Jinping is standing by Russia on Ukraine, and the costs of doing so will mount. By The Editorial Board  Chinese ...

LOSE-LOSE TRADE SANCTIONS / PROJECT SYNDICATE

Lose-Lose Trade Sanctions Ruthless trade and financial sanctions against Russia may be morally satisfying for Western politicians and their ...

CHINA´S HOUSING MARKET NEEDS MORE THAN TALK FROM BEIJING / THE WALL STREET JOURNAL

China’s Housing Market Needs More Than Talk From Beijing Forceful, if vague, language from Beijing has boosted developer shares and the broa...