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Geopolitics

Why Investors Need to Keep Paying Attention to Supply Chains

Supply chain issues were top of mind for investors in…

Is This the End of US Dominance?

Turkey has been the best-performing equity market in the world…

Part 1: Optimizing Your Investing Self for Top Performance

In the first episode of a four-part series on how…

What Will President Lula Do?

Luiz Inácio Lula da Silva narrowly outran Jair Bolsonaro in…

Is This Only the Beginning of European Dis-Union?

Europe is plagued by inflationary pressures, highlighted by an energy…

Dollar Milkshake Redux

Brent Johnson first spoke about his “dollar milkshake” theory on…

London Calling: What Will Break Next?

Central banks, with a few notable exceptions, are hitting markets…

When Will the Dollar Stop Wrecking Stuff?

During the past week, we’ve seen the Bank of Japan…

What’s the Trade If the Hong Kong Dollar Breaks Its Peg?

In this episode of We Got The Message, Weston Nakamura…

Can Europe Keep the Home Fires Burning?

Headlines will tell you that Europe is in for a…

Spring of Hope or Winter of Despair?

On one hand, the U.S. labor market is strong. On…

The Bullish Case for Crude Oil

OPEC Plus agreed to a production cut this week, surprising…

Will This Winter Be the Worst of Times for Europe?

The war in Eastern Europe has devolved into one of…

How Icy Can It Get Between Washington and Beijing?

Speaker of the House Nancy Pelosi’s visit to Taiwan generated…

Here’s What You Won’t Read in the FT

Chen Zhao makes a compelling case for his long-term bullish…

Europe Is in for a Tough Winter

If people in Europe don't reduce their energy consumption this…

This Is What the Early Stages of an Energy Crisis Feel Like

On the “upward pressure” side are longer-term macro variables and…

Why Weather Will Be the Greatest Disruptor

There’s no bigger single factor when it comes to investing…