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ExorbitantPrivilege

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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

Myths and Reality

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

Japanification of the entire non-US world

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

Rewiring Chaos

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

Learning Time

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

Short-Term Parking

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

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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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