Running Hot By John Mauldin In the last few years, we who remember the 1970’s inflation got to watch new generations learn how it fe...
WHY WALL STREET WON`T SEE THE NEXT CRASH COMING / THE ECONOMIST
Before the fall Why Wall Street won’t see the next crash coming Even the best traders struggle to predict sudden jumps in volatility A Futur...
SILICON VALLEY CALLED -- THE 1990`S ARE BACK / THE FINANCIAL TIMES OP EDITORIAL
Silicon Valley called — the 1990s are back How today’s artificial intelligence boom is both different from, and similar to, what came before...
UBS CHAIR TALK TO SCOTT BESSENT ABOUT MOVING BANK TO U.S. / THE FINANCIAL TIMES
UBS chair talked to Scott Bessent about moving bank to US Discussions came as Colm Kelleher tries to pressure Swiss government to back down ...
RUSSIA`S NEW WAR OF ATTRITION / GEOPOLITICAL FUTURES
Russia’s New War of Attrition By: George Friedman A battle is raging in Pokrovsk, located in the eastern Ukrainian region of Donetsk. It is...
THE GLOBAL MAJORITY`S FIGHT ECONOMIC JUSTICE / PROJECT SYNDICATE
The Global Majority’s Fight for Economic Justice Amid a series of cascading crises, civil-society groups and NGOs from across the Global Sou...
LAST GASP / CREDIT BUBBLE BULLETIN
Last Gasp Doug Nolan Let’s start with Monday’s session: Nvidia rallied 5.8%, Alphabet 4.0%, and Tesla 3.7%. The MAG7 Index rose 2.8%, and t...