global macro investor

Oil looks sustainable at $80. But why is every asset following Fed balance sheet?

Oil looks sustainable at $80. But why is every asset following Fed balance sheet?

June 26, 2021

Brave New World: How will US rebuild its infra & why you should take ESG investing seriously

Brave New World: How will US rebuild its infra & why you should take ESG investing seriously

June 5, 2021

Why more stimulus may equal worse growth now. Plus, big day for big oil

Why more stimulus may equal worse growth now. Plus, big day for big oil

May 29, 2021

Smart money moving out of Bitcoin to gold; and inflation fear spreads

Smart money moving out of Bitcoin to gold; and inflation fear spreads

May 15, 2021

Brave New World: Commodity economics, inflation dynamics and Apple earnings

Brave New World: Commodity economics, inflation dynamics and Apple earnings

May 1, 2021

Agro-commodities: Brave New World: Agro-commodities in for bull market; stay-at-home trade picking up

Agro-commodities: Brave New World: Agro-commodities in for bull market; stay-at-home trade picking up

April 24, 2021

Brave New World: Stock investment in last 5 months more than that in last 12 years

Brave New World: Stock investment in last 5 months more than that in last 12 years

April 16, 2021