Sitemap - 2026 - Capital Flows and Asset Markets
THE ECONOMIST, CLEARINGHOUSES AND GLD/TLT
4 - If You Don’t Trust the Currency, Don’t Trust the Market
AI AND THE RISING COST OF CAPITAL
SHOULD I SWITCH FROM GOLD TO COPPER?
IS FERTILITY DECLINING BECAUSE WE DON'T NEED HUMANS FOR LABOUR ANYMORE?
IS THE PRO-LABOUR TRADE WORKING?
WHAT'S THE DEAL WITH SOFTBANK?
SPACEX, COST OF CAPITAL AND AI
3 - Capital Flows Create Their Own Bull Market
REASON 314 OF WHY YOU SHOULD READ THE ECONOMIST BACKWARDS
TLT IS FINALLY WORKING - SHOULD I DITCH GLD?
SOFTBANK, YOU ARE THE WEAKEST LINK. GOODBYE.
TRYING TO PRICE TOTAL AI MARKET
IS SOFTBANK THE SOFT FLANK OF AI?
2 - Markets Are Driven by Politics, Not Economics
"IT'S ONLY WAFER THIN" - "ALRIGHT THEN, BUY ME SOME WAFER STOCKS"
MAYBE FOOD INFLATION IS THE KEY
LAST CALL FOR INVESTOR DAY - APRIL 23RD
EASTER ESSAY - THE DEINSTITUTIONALISATION OF SOCIETY
IS GOLD GOING TO GET THE BITCOIN TREATMENT?
CENTRAL BANKS ONLY FEAR FOOD INFLATION
THE IRAN WAR - WHAT'S THE ENDGAME?
MORE THOUGHTS ON GLD/TLT AND WAR IN IRAN
COST OF CAPITAL TRADE OR ENERGY SECURITY TRADE?
GLD/TLT IS ACTUALLY DOING WHAT IT WAS SUPPOSED TO DO
WAR! GLD/TLT WHAT IS GOOD FOR? ABSOLUTELY NOTHING
IS IT REALLY DIFFERENT THIS TIME?
THE MARKET ALWAYS KNOWS - IRAN VERSION
WHAT THE HELL IS HAPPENING IN ASIA?
APRIL 23RD - SAVE THE DATE - INVESTOR DAY
SO CHINA IS STILL BUYING TREASURIES?
THE CHANGING NATURE OF MARKETS AND SHORT SELLING
CAN AI BE A BUBBLE LIKE THE DOT COM BUST?
DO I LIKE EMERGING MARKETS HERE?
IS THE BOND BEAR MARKET OVER? PART II
PRO-LABOUR? OR CAPITAL SCARCITY? DOES IT MATTER?
A LONG IDEA TO PAIR WITH A SHORT IDEA
WHAT THE HELL IS HAPPENING WITH KOREAN VOLATILITY?
TRADING THE REACTION - PUTTING ON A SHORT
IS PASSIVE REALLY THE BAD GUY?
DEATH OF THE BOND MARKET - A FOUR PART MOVEMENT