Steno Signals #39 – Time to figure out who’s naked
Silicon Valley Bank is nothing but a symptom of years of excess money growth and it is now time to figure out who else is swimming naked. Money growth is negative, and idiots only survive in times of excess liquidity. To read the full article, sign up for a 14-day...
Steno Editorial: Is China your only feasible savior in 2023?
China is rebounding from a Lehman like credit event in 2022, which makes Chinese assets the cheapest on earth. Buying Chinese assets or assets outside of China with a link to China may prove to be your portfolio liberator in an otherwise tricky road ahead in 2023. To...
De-Coupling or Detente? The Future of US-Chinese trade in the balance
For years, the US have struggled to find their footing vis-a-vis the new Chinese threat. We have seen countless attempts at “strategic pivots” and contructive meetings, but it’s no wonder if the Chinese are left with a feeling of confusion. What do...
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