Alan Brazil | Tail Hedges For Recession And Market Downside Risk
52-page report by Alan Brazil on tail-risk and recession hedges
Ex-MI5 Chief | Iran Nuclear | Geopolitics | (Real) Experts
The special ones and connecting the dots
Trumponomics 2025 | Tariffs Are A Continuation of The Economic War With China
Trump Voters Own Homes Not Equities
US Tariffs | AliExpress Tariff Discount Sale
The Trump Purchasing Parity (TPP) exchange rate for tariffs
US Tariffs | Goldman | What To Expect From Tariffistan
Going “full throttle” on tariffs
The End Of China Exceptionalism
And The Start Of American Exceptionalism
Trade Update & Historical Performance
Recent and historical performance of SOM trades
ECB | Constâncio | MS Wilson | BoE
Wall Street perma-bear Mike Wilson continues to perpetuate a false narrative. Things on our radar screens
Key Developments & Chart of the week
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WEEKLY POLITICAL COMPASS
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