Geopolitical
Daily Memo: China Concludes Its National Congress
Home Analysis Daily Memo: China Concludes Its National Congress Congress closes. The Chinese Communist Party concluded its 20th National Congress on Sunday. On the closing day, Xi Jinping was given an unprecedented third term as […]
The Woke Mob “Crosses The Streams”
Submitted by QTR’s Fringe Finance The climax of the hit movie Ghostbusters was when the protagonists finally decided to “cross the streams” of their proton packs to defeat the final ghost, the Stay Puft marshmallow […]
Hedge Fund CIO: “An Utterly Extraordinary Period Is Ending: Macron Knows This, So Does Xi”
By Eric Peters, CIO of One River Asset Management “The North American economy is making choices for the sake of attractiveness, which I respect, but they create a double standard,” said Emmanuel Macron, a nervous […]
EU To Give Ukraine 1.5 Billion Euros Per Month Next Year
Authored by Connor Freeman via AntiWar.com, European Union Commission President Ursula von der Leyen announced that the bloc would give Kiev 18 billion euros next year while it continues fighting Russia, Reuters reported on Friday. […]
The War On Crypto Privacy Intensifies Amid OECD’s “Massive Overreach”
Authored by Wesley Thysse via DecentralizedLegalSystem.com, The War on Crypto Privacy Intensifies. Automatic Reporting of All Trades and Transactions Soon Mandatory. Massive overreach of international regulators to force all service providers in the industry to: […]
“One Wonders Who The Real Morons Are”
By Michael Every of Rabobank Hu’s who and what’s what For some, today’s big news is former British PM BoJo dropping put of the Tory leadership contest, marking the coronation of former Chancellor Sunak as […]
Tesla Tumbles After Price Cuts, Other EV Manufacturers In Focus
Shares of Tesla are down about 7% in the pre-market session after the company cut the price of some of its cars in China, drumming up concerns about demand just days after Musk said the […]
Key Events This Extremely Busy Week: GDP, Employment Costs, PCE, Income & Spending, And An Earnings Avalanche
In his preview of the week’s economic calendar, DB’s Jim Reid writes that maybe the most interesting data this week comes on Friday with the Q3 employment cost index (exp. at +1.2% vs. +1.3% last […]
VUCA: Volatility, Uncertainty, Complexity, And Ambiguity
By Peter Tchir of Academy Securities VUCA – Volatility, Uncertainty, Complexity, and Ambiguity Given what we are experiencing geopolitically and in the markets, we are living through VUCA, or VUCA2, or even VUCA to the […]