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Disappearing 👻

Disappearing 👻

Screen Time + Chinese Bankers + Real Estate Liquidity

🌭 Food, Energy, Metal, Money

🌭 Food, Energy, Metal, Money

In that order 🔢

Back to Reality: Fintech. Energy. Security. 🌎

Back to Reality: Fintech. Energy. Security. 🌎

Uncertainty breeds skepticism

High Yields, Higher Debt.

High Yields, Higher Debt.

Diet China. The Swiss are above price hikes🇨🇭

Fire in Mexico + Cheap Teslas 🔥

Fire in Mexico + Cheap Teslas 🔥

Feds Say: Rocket Emojis are now evidence 🚀

🐄 Cows in Brazil = Inflation?

🐄 Cows in Brazil = Inflation?

Innovation thrives under pressure

Sentiment U-Turn

Sentiment U-Turn

JPM bans ChatGPT @ work

Auto Loans & Credit Cards Going Sour 🦠

Auto Loans & Credit Cards Going Sour 🦠

Join Telegram for Q&A

✨ Expensive Stuff ✨

✨ Expensive Stuff ✨

Fertilizer, US Dollar, Social-Media

Adderall Shortage & Loud Quitters

Adderall Shortage & Loud Quitters

Nintendo > Disney

Inflation Tip: "Skip Breakfast" - WSJ

Inflation Tip: "Skip Breakfast" - WSJ

🍳🥓 Crocs, Bibles, and Video-Games

U-Turns from Beijing to Omaha 🚧

U-Turns from Beijing to Omaha 🚧

Louis Vuitton, Ford, Berkshire making big changes.

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