DavidSep 9, 20220 minBritain under Truss: moderation or extremism?The world needs British moderate pragmatism more than ever. If Liz Truss believes half of what she says, the world and UK are in trouble.
DavidSep 2, 20220 minWill Europe survive Putin's "energy blackmail"?Putin's only chance for ending the war quickly is to use his energy leverage to expose the fault line of European politics. Will he succeed?
DavidAug 25, 20220 minIs China Weak or Threatening?Concerns about China's housing crisis are growing once again. Are they justified? I explain why China is neither weak or threatening.
DavidAug 19, 20220 minWhat's Powell going to say at Jackson Hole?Jerome Powell will be giving the speech of his Fed career at Jackson Hole in one week. The market won't like what he will have to say.
DavidAug 11, 20220 minHow do Americans, Chinese & Russians see each otherThe Biden administration, by pushing China and Russia into each other's arms, is creating an enemy that the US won't be able to defeat.
DavidAug 4, 20220 minShould Taiwan trust the US? The market views the fact that China did not intercept Pelosi's plane as a sign of weakness. I explain why the market is wrong, so wrong!
DavidJul 28, 20220 minIs Taiwan the next ukraine?What do Ukraine and Taiwan have in common? What does the US see in them? Will Pelosi go to Taiwan or not? What if she does?
DavidJul 21, 20220 minmake america great for whom? Why is Biden going all in for a country that Obama said was not a core US interest? 300 years of US history provide some clues.
DavidJul 14, 20220 minWhy is Russia winning the economic war?Why is the Russian economy still puffing along against he mother of all economic sanctions? What does Biden still have up his sleeve?
DavidJul 7, 20220 minWill Stagflation Save the Buffett Indicator? Can stagflation save Warren Buffet's favorite valuation indicator for stocks? What does the indicator say about downside risk for stocks?
DavidJul 1, 20220 minHow far will the Fed go with rate hikes? How long will this Fed hiking cycle last? How high will rates go? Can the US economy withstand much higher rates?
DavidJun 23, 20220 minStagflation: Useful lessons from the 70sInflation is at levels last seen during the Great Inflation of the 70's. How is the current environment different - or not - from then?
DavidJun 16, 20220 minWho's manipulating Bitcoin?Is Bitcoin's collapse the beginning of the end? I take a deep dive into its future. Can we rule out a systemic casualty??
DavidJun 9, 20220 minAll you need to know about Quantitative TighteningQuantitative tightening has finally started. What does it mean for stocks, gold, Bitcoin, and real estate?
DavidJun 2, 20220 minMoney Game: Polarization - Democracy in CrisisPolarization and not authoritarianism poses the greatest threat to democracy. I launch a new polarization survey with RIWI
DavidMay 26, 20220 minMoney Game: Will Biden Let Putin Win? The long-awaited battle of Severodonesk has finally started. What does it mean for the market? Is the food crisis an opportunity for peace?
DavidMay 19, 20220 minMoney Game: Obama was right about UkraineThe Russia-Ukraine war is a direct if unintended consequence of the US withdrawal from two landmark arms control treaties.
DavidMay 8, 20220 minMoney Game: Is there a housing bubble? Which countries have the biggest housing bubble and which offer the best investment opportunity? What will Putin do on Victory Day?
DavidMay 4, 20221 minMoney Game: Taking profit on SPXUI still believe we are in a bear market for stocks, but I am taking profit on my short SPX position today (which I will probably regret)
DavidMay 1, 20220 minRe-making globalization: real winners and losersThe world will never be the same again. I will tell you who are the real winners & losers. A profit recession will be here soon