Stay ahead of the game

• The vast majority of analysts are dismissing de-dollarization: here’s what they are missing

  April 24, 2023 • The debate surrounding the de-dollarization has once again gained momentum and the vast majority of commentators dismissing the issue. However, they may be overlooking a few critical developments 
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• Venture Capital flows have collapsed and that is good news for investors

  April 17, 2023 • In Q1 2023, VC investment has significantly dropped due to central banks tightening financial conditions and higher interest rates. Yet this year and the next could turn into attractive vintages over the long term. 
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• US Equities are still expensive and further decline may be ahead

  April 3, 2023 • The S&P 500 is 14% down from its Jan ’22 all-time high. Yet equities are expensive and investors may consider the possibility of further decline ahead for equity prices. 
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• Markets may be mispricing Fed’s expectations for at least three reasons

  March 27, 2023 •  
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• Gold is making new all time high and signal higher inflation for longer

  March 20, 2023 • Gold is up 10% since SVB’s collapse and is already making a new all time high on a monthly basis (see chart). Here’s why in the current macro regime gold’s rise is inevitable. 
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• Silicon Valley Bank may force the Fed to stand by

  March 13, 2023 • The Fed is in a bind: financial stability or price stability?  
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  Here’s why the Ukraine war is a game changer for gold and bitcoin

  March 28, 2022 • Nation states and individuals alike are waking up to the reality that the post-1971, globalized financial system has been replaced by a complex order where the only true stores of value are instruments that are not anyone else’s liability. 
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