ExorbitantPrivilege
Subscriptions to ExorbitantPrivilege have now approaching 3000 and I intend to turn on paid subscriptions Many free subscribers have declared their willingness to pay for my content and to pay
At a time when US Treasury yields are rising to new highs I want to revisit an interview by Ruchir Sharma where he argues US budget is unsustainable and a
A few weeks have passed since the US election With my wife Louise I walk along the shore of the Lake of the Returned Sword in Hanoi We are surrounded
President elect Trump s command of both houses and Supreme Court mean he is better prepared and more determined to radically remake America and the world He has nominated committed
I will visit Vietnam followed by Australia over the next few weeks I ll observe and question how Vietnam is adapting to the China displacement trend and try to uncover
United States government finances are in a dire state and getting worse The Congressional Budget Office CBO says so the IMF says so the investment community say so The gold
Exorbitantprivilege unpicks the liquidity links of central banks, the dollar, international equities, bonds, commodities and currencies, plus a few other related themes – such as regulation. It showcases the pet rants of Meyrick Chapman, principal of Hedge Analytics Ltd.
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