February 02, 2026
“For long-time market participants, this moment feels eerily familiar. It echoes the 2013 Taper Tantrum, when then-Fed Chair Ben Bernanke signaled a reduction in the Federal Reserve’s balance sheet. That single shift in communication unleashed a powerful repricing across global markets.”
January 20, 2026
The U.S. Supreme Court is scheduled to deliver a ruling today, 20 January 2026, a decision that could place a major obstacle in Donald Trump’s tariff agenda, including broader geopolitical ambitions such as Greenland-related trade leverage.
December 17, 2025
Discusses recent US economic data revealing a weakening labor market that missed FOMC projections, emphasizing the negative historical impacts of Trump-era tariffs.
December 15, 2025
Warns of an extremely dangerous and explosive trading setup into year-end, unlike anything seen in 20 years of trading, despite the US government reopening.
November 13, 2025
Critiques the economic implications of strict inflation targeting and its effects on growth and resource allocation.
November 10, 2025
Analyzes market reactions to Trump's 50-year mortgage proposal and its potential effects on traders.
November 06, 2025
Explores South Africa's unique mineral resources and their strategic importance.