Four Factors Besieging the Global Economy, Creating Market Uncertainty July 2, 2026 Markets are facing an unprecedented storm as a series of interconnected risks threaten to trigger the biggest economic shock of modern times. The recent…
The 12 US companies with a market capitalization of $30 trln, or equal to US GDP, are driving up stock market indices June 4, 2026 The sheer size of the numbers is simply mind-boggling: 12 American companies have a market value of $30 trillion? Note that the U.S. GDP…
The world is moving from a regime of deflationary globalization to a regime of geopolitical inflation May 28, 2026 Investors around the world continue to act as if the AI boom is more important than the bond market. And they are giving US…
What do we expect from the markets? February 5, 2026 Increased positions in stocks, maintaining cash at historically low levels, optimism about global growth and corporate profits, but also fears about geopolitical conflicts and…
EU Dilemma: Use the Anti-Coercion Instrument (ACI) or Liquidate $8 Trillion in US Bonds and Stocks January 22, 2026 The impact on the euro from US President Donald Trump’s new trade threats to European governments over Greenland may be limited, as the United…
Mammoth debt,War, the AI bubble bursts October 16, 2025 Artificial intelligence, which was presented as the “revolution that will save the world economy,” is now turning into a nightmare for investors and businesses….
Historical record in stock investments – Half of Americans’ savings, at $30 trillion, in the “bubble” October 9, 2025 A huge disaster looms ahead as the Wall Street bubble is poised to burst: Americans now have more money invested in stocks than ever…
Why are US stocks living in an alternate reality? September 11, 2025 Stocks seem to be moving in an alternate reality: while indices are hitting historic highs and the market is in a bullish recovery, the…
Gold is one of the best investments ever August 21, 2025 It’s time to talk about gold as an investment. The precious metal has been in the headlines recently as its price has skyrocketed from…