Blog Posts

The Return To Tangibles Trade Enters Its Next Phase

Below are some of the most interesting things I came across this week. Click here…

Jesse FelderSeptember 26, 2026

Blog Posts

Shocks Are A Feature, Not A Bug, Of Deglobalization

Below are some of the most interesting things I came across this week. Click here…

Jesse FelderSeptember 19, 2026

Blog Posts

The Real Energy Crisis Has Yet To Arrive, Part Deux

Below are some of the most interesting things I came across this week. Click here…

Jesse FelderSeptember 12, 2026

Blog Posts

The Real Energy Crisis Has Yet To Arrive

Below are some of the most interesting things I came across this week. Click here…

Jesse FelderSeptember 5, 2026

Blog Posts

When The Gambling Fever Breaks

Below are some of the most interesting things I came across this week. Click here…

Jesse FelderAugust 29, 2026

Blog Posts

Hitting The Wall

Below are some of the most interesting things I came across this week. Click here…

Jesse FelderAugust 22, 2026

Blog Posts

‘One Of The Nastiest Contractions In Liquidity In Recent Times’

Below are some of the most interesting things I came across this week. Click here…

Jesse FelderAugust 15, 2026

Blog Posts

‘The Quintessential Global Macro Dilemma’

Below are some of the most interesting things I came across this week. Click here…

Jesse FelderAugust 8, 2026

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