What’s wrong with the Shiller Cape benchmark for markets? The ratio is wheeled out to support bold claims about future returns. It cannot be...
WHO OWNS THE GOLD? / MACLEOD FINANCE
Who owns the gold? MACLEODFINANCE An overlooked aspect of geopolitics is the defensive action taken by Asian hegemons and their close allies...
WHAT IS THE FED THINKING? / PROJECT SYNDICATE
What Is the Fed Thinking? The US Federal Reserve has clearly signaled that it is in no hurry to align its policy interest rate with the pres...
TRUMP´BETRAYAL OF UKRAINE / THE FINANCIAL TIMES OP EDITORIAL
Trump’s betrayal of Ukraine The Republicans refusal to supply arms is sabotaging Kyiv’s war effort Gideon Rachman © James Ferguson There are...
THE AMERICAN DILEMMA OF WAR / GEOPOLITICAL FUTURES
The American Dilemma of War By: George Friedman Many argue that the United States should not have involved itself in the Ukraine war. For s...
GERMANY´S DANGEROUS ALTERNATIVES / PROJECT SYNDICATE
Germany’s Dangerous Alternatives Since the end of the Cold War, Germans were spared from having to decide between competing visions of their...
DISSATISFACTION WITH DEMOCRACY IS CORROSIVE / THE FINANCIAL TIMES OP EDITORIAL
Dissatisfaction with democracy is corrosive The UK is caught in a vicious downward spiral at a time when it needs bold leadership and imagin...
MEXICO´S PRESIDENT AND HIS FAMILY ARE FIGHTING CLAIMS OF CORRUPTION / THE ECONOMIST
The C word Mexico’s president and his family are fighting claims of corruption The truth is that Andrés Manuel López Obrador has done too li...
ISRAEL- HAMAS WAR UNDERSCORES EGYPT´S INDECISIVENESS / GEOPOLITICAL FUTURES
Israel-Hamas War Underscores Egypt’s Indecisiveness Cairo is walking a tightrope, unwilling to either categorically condemn or support Hamas...
THE NEXT PHASE OF OUR INFLATION JOURNEY / PROJECT SYNDICATE
The Next Phase of Our Inflation Journey The United States could achieve an inflation rate at or near the 2% target this year, with the real ...