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Economics, finance and geopolitical developments are all interconncted, We Will write about that plus a lot of themes from our investment ideas and what we do with our clients money
- Indexed issues, last 90 days
- 15
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 19, 2026
Latest issues
The $30 Toll and the 20-Year Yield Ghost: 5 Realities Shaking the Global Economy (opens the original)
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<img alt="" class="sizing-normal" height="1456" src="https://substackcdn.com/image/fetch/$s_!Y8dI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffafc23a3-5ea1-4c12-9ee2-b6574d03abbe_2048…
The 5% Revolution: Why Your Portfolio’s “Safe Harbor” Just Became a Storm Center (opens the original)
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<img alt="" class="sizing-normal" height="1456" src="https://substackcdn.com/image/fetch/$s_!QhCo!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8b952300-4aaa-44c6-a42f-6f49adafc684_2048…
Forget the Midterms: Why the ‘Stagflation’ Scare is Hiding a Goldilocks Surprise (opens the original)
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<img alt="" class="sizing-normal" height="1456" src="https://substackcdn.com/image/fetch/$s_!2T86!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3b1a68cf-c053-490f-8462-8c9915d9517d_2048…
The Energy Risk Premium: 5 Macro Shocks Redrawing the Global Map This Winter (opens the original)
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<img alt="" class="sizing-normal" height="1456" src="https://substackcdn.com/image/fetch/$s_!M97j!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F898ae4a0-79e7-4248-8343-2e97259f5066_2048…
The End of the “Great Peace”? 5 Counter-Intuitive Shifts Shaking the Global Order (opens the original)
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<img alt="" class="sizing-normal" height="1456" src="https://substackcdn.com/image/fetch/$s_!EuiN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e4e34a5-d679-4be8-a7dc-25fff0024818_2048…
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