SALON MACRO

Global Macro Salon

Could we be in for an inflationary boom, with pension funds chasing assets, with governments around the world searching for ways to put money in the hands of the people, and shall it be on the backs of a declining dollar with the end of American Exceptionalism?

SLACK MACRO economy life

Community Wisdom: Long Rainforests, Short Booms, Short Artists, Long Devotion

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

CLIMATE CHINA macro

Après pandemic, le déluge?

Changing weather patterns pose a bigger risk than geopolitics. China is the country most vulnerable to flooding as global temperatures rise.

STOCKS MACRO history

A few good years

What if I told you the S&P 500 will reach new record highs in six months and continue rising for a few more years. Is that something you’d be interested in?

POLITICS MACRO gold

The American Myth

Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?