The Tariff Man
It has been an eventful weekend. Trump has upset the Mexicans, the Canadians, the Colombians, the European Union, the Chinese
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Flash Note
Trade in Whisky
Time to Revisit China
Trade in Whisky; Last Friday, Silicon Valley Venture Capitalist Marc Andreessen told the world that DeepSeek R1 was one of
Trump’s $36 Trillion Inheritance
Trades in Soda and Whisky; During the inauguration speech, European markets were already closed, and the US stock and bond
Back to the Banks
Trades in Soda and Whisky; On 4 December 2024, just a few weeks ago, the Bank of England pointed to
The Multi-Asset Investor: Flash Note
Trade in Soda; Following my recent note it has become clear that the long-end of the bond market is in