CBDCs | Political quantum entanglement & polarization
In this update we explain the notion of Quantum Entanglement through the lens of US political polarization and central bank digital currencies (CBDCs), instead of the traditional way of particle spins.
Kurt von Hammerstein-Equord | Officers classification scheme
S&P 500 no longer in overbought territory
BoE MPC | No pain, no gain
Political pressure on central bank monetary policy committee increases as Bank of England fails to bring inflation back under control
Weather | Why the Wall Street thesis is flawed
Why Wall Street strategists keep missing forecasts
Climate Change | Alarming rise in sea surface temperatures
Above average sea surface temperatures in northern Atlantic are a rising confirm for weather patterns
US-China | Blinken/Bill Gates/Xi | Quantum resources
Technology is the new carrot and stick in US international diplomacy. The purpose of Bill Gates’ recent trip to China becomes clear
Russia-Ukraine | Kosovo-Serbia
New CSIS study reveals weakness in Russian fortifications ahead of Ukrainian counteroffensive. Why tensions between Kosovo and Serbia led us to raise the alarm a month ago.
Update On Performance and Updated Trades
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Debt ceiling | Evaluating probabilities & risk
We perform a very simple probabilistic scenario analysis to estimate ex-post S&P 500 trade ranges.
Debt ceiling | The difficult part is done
According to Politico an agreement was reached on the most challenging bits of a debt dea.