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Yearly Archives
2018
Sanctions and crisis in Turkey, China 5G supremacy, drought driving food prices
Daily newsletter with stories on Turkey, banks, Iran sanctions, EU regulation, refiners, and drought
Russell Napier on a crisis in emerging markets and the private debt overhang
Russell Napier makes some astute observations about money supply growth and the still potent threat of debt deflation dynamics
Some thoughts on Tesla’s public musing about going private
My thinking on Tesla CEO Elon Musk's desire to take his companies private.
Europe’s challenge to US hegemony, Iranian collapse, and weak figures out of Germany
Stories surrounding the US sanctions on Iran, German industrial production and the number of publicly-traded companies in the US
Credit Writedowns daily, sanctions and tariff edition
Today's daily focuses on a single theme of the breakdown of globalization.
Weak services ISM causes angst about trade wars
Here's the ISM's presser. Pay close attention to the bolded parts though.
“The NMI® registered 55.7 percent, which is 3.4 percentage points lower than the June reading of 59.1 percent. This represents continued growth in the…
China to impose tariffs on $60 Billion of US goods, currency now suspected weapon as domestic…
Some thoughts on China's options as the trade war with the US escalates to an uncomfortable level
CW daily: Immigration driving populism in Europe, US jobs numbers, Tesla tapping Asian debt markets
The big topics in today's newsletter are immigration in Europe, US jobs numbers, Tesla's expansion plans, monetization of WhatsApp, and US consumer confidence
Central banks: Running out of ammunition in the next downturn
Quick post here. Earlier today, I sent out a note about the Bank of England's rate hike basically saying a large part of it was about the urge to normalize. When I wrote that I hadn't seen Gavyn Davies' most recent missive on central banks.…