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As I have been posting as a thread on Twitter in recent weeks, I will now extend this to an article on substack as well. In the Weekly Macro Outlook, I take a top-down view of the current economic situation, the important events that may influence ...
This newsletter issue focuses on long-term investment cycles, and specifically the shortages in energy and infrastructure that have become prevalent this year in part due to years of prior underinvestment, which have been further exacerbated by both ...
Yes, they actually did. This massive news had been initially overshadowed by some conflicting reports about whether it was true or not. When the story first broke there was some confusion. This seems to be because: 1. The local article covering this ...
Sentiment on value stocks and value investing is still near a historical low point. With about 90 years of data, value stocks have historically outperformed growth stocks in aggregate, although not in every decade. In particular, this past 2010s ...
Some of the 12,000 attendees who flew into Miami last weekend for the biggest bitcoin event in history have started testing positive for Covid. Bitcoin 2021 drew crypto enthusiasts from around the world to the Mana Wynwood convention center in ...
On August 28, 2020, the passing of actor Chadwick Boseman became public knowledge. The accomplished Marvel Cinematic Universe star was just 43 at the time of his death from cancer, with projects in the works. As fans and co-stars mourn Boseman, ...
J.P. Morgan approved the two bitcoin exchanges' accounts last month and is already processing transactions—potentially signalling the end of the crypto industry's banking woes. The bitcoin and cryptocurrency community has complained for years that ...