tomtardif23Sep 11, 2023Arriba AndaleAt the heart of every good agreement, lies an uneven set of needs and resources. Mexico lacked technology and access to capital, the US...
Christian ArmbruesterSep 4, 2023Tinker, Taylor, Bail-OutThe irrational exuberance in the Nasdaq is back to levels we last saw just before the dot com crash, and by any measure “cheap” is not a...
Christian ArmbruesterAug 7, 2023American SuperstarYou may not have noticed, but America has recently become more powerful than ever. In the last fifteen years, the US economy doubled in...
Christian ArmbruesterJul 31, 2023Son of PrintingRemember the more than US$50 trillion we printed to save the world, twice? Yeah, it seems we didn’t get the memo on that (Office Space,...
Christian ArmbruesterJul 17, 2023Running BullsTo put it into technical terms: the markets went a bit nuts last week. The S&P broke 4500, 10-year Treasury yields are safely back below...