Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Global Liquidity Watch: Weekly Update
April 15, 2025, 10:03 a.m.
'Danegeld', Bitcoin and The Great Disruptor
April 13, 2025, 8:21 a.m.
RMB26,000?!
April 11, 2025, 5:03 p.m.
A World On Fire
April 6, 2025, 3:25 p.m.
Credit Risks & Fragile Finance
April 2, 2025, 2:58 p.m.
What Are Credit Markets And Global Liquidity Really Telling Us?
March 31, 2025, 8:05 p.m.
Rising Roll-Over Risks
March 28, 2025, 12:16 p.m.
Could Money Market Liquidity Run Dry By September?
March 22, 2025, 1:44 p.m.
Thoughtful Money
March 19, 2025, 11 p.m.
Global Liquidity Latest Data: A Comment
March 18, 2025, 4:27 p.m.
America May Want A Recession, But China Doesn’t
March 15, 2025, 7:05 p.m.
When Will Bitcoin (and Risk Assets) Bounce?
March 8, 2025, 9:04 p.m.
The Bessent Bust?
March 1, 2025, 9:17 a.m.
Stable Bonds Are A Musk For Scott
Feb. 25, 2025, 3:05 a.m.
How Does Global Liquidity Affect Bitcoin?
Feb. 21, 2025, 12:35 a.m.
Global Liquidity: Waving Or Drowning?
Feb. 16, 2025, 7:51 a.m.
Is Trump 2.0 Planning A ‘New’ Gold Exchange Standard?
Feb. 15, 2025, 12:39 a.m.
Are Stable Coins About To Revolutionise Global Liquidity Supply?
Feb. 9, 2025, 11:30 p.m.
Dollars, Bonds, and Digital Currencies
Feb. 1, 2025, 1 a.m.
Fed Holds ‘Em
Jan. 29, 2025, 10:58 p.m.
Dollars, Bonds, and Their Impact on Digital Currency
Jan. 28, 2025, 10:12 a.m.
US Fed QE Needs to Restart Fast
Jan. 26, 2025, 11:38 p.m.
The 5-6 Year Re-fi Cycle
Jan. 24, 2025, 6:46 p.m.
Threats to the 'Everything Bubble'
Jan. 17, 2025, 6:47 p.m.
Could Bond Vigilantes Hostage US Policy Makers?
Jan. 13, 2025, 9:22 a.m.