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Insider analysis of global financial markets, blending financial and monetary policy expertise with real-world market insights.

asymmetric warfare

American Power Can’t Buy Victory Against Asymmetric Threats

07.27.2026

Markets AI Oil Markets China

rate hike

Three Reasons Why the June FOMC Minutes Signal a Possible Rate Hike Ahead

07.09.2026

Markets The Fed Inflation

FOMC market volatility

Three Questions the Fed Just Raised and Why Volatility Is Coming

06.23.2026

Markets The Fed Inflation

Mutually Assured Disruption

Mutually Assured Disruption

06.09.2026

Geopolitics China Geoeconomics

us market rally

Low Volatility, Record Highs

06.05.2026

Markets AI

regime change

The Regime Change Few Saw Coming

05.26.2026

Markets Geopolitics

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Ending the Boom-Bust Memory Chip Cycle

August 6, 2026

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The Fed’s Independence, Failures in Bank Regulation and Supervision and How to Fix Them

August 5, 2026

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