US economy | How did Volcker kill inflation?
Alan Blinder asked Paul Volcker how monetary policy broke back of the 1970/80s US inflation surge. Is more QT appropriate if inflation doesn’t come down?
Bridgewater & AI | Elon-Zuck fight | Alan Blinder
Bridgewater co-CIO discusses the use of AI and large language models for investing.
US economy | The (real) experts worth following
Who are the real experts on the US economy that also called it right?
Kurt von Hammerstein-Equord | Officers classification scheme
S&P 500 no longer in overbought territory
Russia | Amazon economics | BoE | Markets
Amazon Chief Economist on supply chains. Mark Galeotti on Putin and the Kremlin’s future
Market contras | Elon-Zuck betting odds
Market contra-indicators bulled up at the top of S&P 500 range
BoE independence | Elon-Zuck cage fight
As UK inflation remains stubbornly high above the BoE’s 2% target questions arise over the central bank’s independence. We see Zuck as favorite to beat Elon in a cage fight
US-China | Blinken/Bill Gates/Xi | Quantum resources
A cosy relationship with Big Tech. Did Bill Gates broker US Secretary of State Anthony Blinken’s meeting in China with President Xi?
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
China stimulus | Calling on partners
Want to work with us? Risk of China economic stimulus announcement looms over shorts, but technicals look favorable