The Great Game – Who’s more powerful, Joe Biden or Kim Kardashian?
Joe Biden travels the world taking W’s while Kim Kardashian gets involved on the world stage. Tune in to this week’s Great Game! To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a...
Steno Signals #64 – The one on ESG-flation, oil and other tangibles
It is no secret that we have never been major fans of the overfitted ESG narrative in investing, but the market is now starting to chime in. Windmills suffer while Oil gains. Who would have thought a few years ago? To read the full article, sign up for a 14-day FREE...
EM by EM #20 Another energy squeeze in the cards?
Emerging market central banks demonstrated their foresight in 2021, acting ahead of the curve. However, there is a looming concern that the resurgence in energy prices might pose a challenge for them, much like it did in 2022. To read the full article, sign up for a...
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