China’s economic and geopolitical landscape is facing a complex array of challenges and strategic shifts. As economic growth slows, key […]

Across various emerging markets (EMs), political leaders with populist inclinations are advocating for looser fiscal policies while simultaneously urging central

Since 2021, I’ve been mostly long Metals, Tech, Crypto and Energy. Since the beginning of 2024, my energy stocks have

It has escaped no one that yesterday’s assassination attempt on Donald Trump was an event of extreme historical and political

As of early July 2024, the equity markets have experienced a robust rally, culminating in 34 new all-time highs. However,

Let’s do something a little different here and look at a few Stock Picks. Remember that this is NOT investment

As NATO commemorates its 75th birthday, the alliance faces unprecedented geopolitical turbulence from an emboldened China-Russia axis, strategic hedging by global swing states, and internal political fragmentation within its own member nations. This note looks into the multifaceted challenges confronting the Western bloc, from dual-use product supply accusations against China to the economic and political maneuvers of key players like India and Hungary, underscoring the urgent need for cohesive and decisive action to uphold NATO’s stability and relevance.

The first half of 2024 witnessed significant volatility in the cryptocurrency markets, particularly for Bitcoin (BTC) and Ethereum (ETH). These

The debate over the value and future impact of generative AI technology has been heating up, particularly as companies and

The recent French legislative elections have resulted in a highly fragmented national assembly, marking an unprecedented hung parliament under France’s

This note addresses the perplexing undervaluation of the Japanese yen, which is currently -41% undervalued against the US dollar in

“Gold is money. Everything else is credit.” The famous quote from J.P. Morgan underscores the enduring value and significance of