Aug 15, 2024 – At the heart of Chandler's argument is the concept of the "policy mix" – the combination of monetary and fiscal policies that can significantly influence a currency's strength. Historically, the most favorable policy mix...
Jul 18, 2024 – Richard Turrin, the best-selling author of Cashless, breaks down the recent move by Saudi Arabia to join the Chinese-led mBridge alternative to SWIFT, and how this will very likely lead to other countries diversifying...
Apr 10, 2024 – Over the next few years and well into this end of this decade, a number of long-term investment themes will impact the markets and drive capital into key sectors and assets. Today, we cover some of the largest and most significant...
Apr 3, 2024 – The concept of a decentralized autonomous organization, or DAO, is gaining increasing attention as both a technological innovation and harbinger of societal change. In her book "DAOs and Purpose-Driven Tokens", Shermin Voshmgir...
Mar 21, 2024 – The US job market is showing signs of acute weakness with an alarming disconnect between the official government numbers and other metrics. Today, we cover some of the key charts and factors for the current...
Mar 21, 2024 – Ever find yourself wondering, “How can I lower my taxes?” Well, there’s a new book out to help people do just that. It’s called "The Investment Tax Guide: How to Slash Your Taxes," written by the former CEO of PayPal...
Mar 14, 2024 – In recent years, AI stocks in particular have captivated the attention of investors all over the world, suggesting a bubble that could parallel previous episodes in financial history. Though valuations are...
Mar 11, 2024 – The US consumer will continue to provide support to the economy this year (see charts) and help to prevent an ongoing contraction in the manufacturing sector from developing into a broader recession. However, US GDP...
Mar 4, 2024 – The US economy is in the midst of a “reflationary acceleration” with the S&P 500, Dow, and Nasdaq all sitting at or near record highs. Today we explore a few key charts and trends that are likely to play a significant role...
Feb 27, 2024 – Last month's inflation report came in hotter than expected. Though some are dismissing this as statistical noise, several leading indicators for inflation are pointing to a potential acceleration for commodities and overall inflation...
