“Our Dollar, Your Problem”: Debt, China, And The Dollar’s Fragile Reign
We discuss how U.S. debt, political division, China’s yuan, and crypto challenge dollar dominance.
Why The Fed Has No Choice But To Monetize The Debt
The ratio between debt and liquidity—not debt-to-GDP—is what actually predicts financial crises and asset bubbles.
Weekly Commentary: Everywhere
In general, global markets are in a state of liquidity overabundance, fueled by unprecedented leveraged speculation across markets. At the same time, risk aversion has made some headway in key sectors including crypto and AI.
Private Credit Fault Lines
Private credit, like private equity, encompasses a vast array of different assets with equally vast risks.
GBPUSD Weekly Forecast And Analysis
GBPUSD price prediction based on the technical analysis.