The anatomy of an anti-bubble

The war on woke, US exceptionalism, stock market opportunities and the ESG anti-bubble

Why the second wave of inflation cannot be like the first

The velocity of money does not have the same impetus to spike as it did in 2021. Because we won’t be exiting a lockdown again anytime soon. And yet…

The biggest turnaround story since the Soviet Union disbanded

Some investors see in Argentina the kind of boom that took place in Eastern Europe after it was freed from the Soviet Union in 1991... or China in 1979.