I mentioned this in the discord over the last few days but if you aren’t in there or got notifications off then you missed it. I am going to be finishi…
We got some fresh data from Deutsche Bank surveying 600 global market participants and apparently the coof scare is over (was ranked highest perceived …
I circled back around to the Evergrande situation today just to make sure I am not missing anything and there are some notable data points here to shar…
I wanted to jump in here with a quick update, not a whole lot going on right now in terms of macro, lots of talk still about Evergrande defaults still …
There is all this talk going on currently about this infrastructure bill, which will cost about $3.5T, and it’s filled with socialist handouts and hidd…
I wanted to do a bit of follow up, after the last Evergrande email, where I essentially parroted what everyone else seems to be saying which is that th…
I am not sure how you spend a lot of your “free time” but I spend most of mine researching and learning on a wide range of topics, its really where I t…
I think its time we breakdown the Evergrande situation and really cover the wipe spread risk we once again face. Man, this is feeling like early 2020 a…
It seems like recently many are paying attention to inflows to equities and similar data which allows us to talk about it more I guess. Its clearly an …
I haven’t mentioned much on the Afghan withdrawal as with most things you just have to wait long enough and the disaster presents itself, no commentary…
Something that we keep hearing about over and over again from the media to analysts is question whether inflation is real/as bad as some say and will i…
Just the other day we celebrated 500 Empire Alerts, yes that means that I have sent you over 500 emails now over the years. This is going to be quite a…