Is Private Credit the Next Subprime?
Blue Owl Capital just shut the door on its investors. And if you’re not paying attention, you should be.
Macroeconomic News: Insights into Economic Trends and Developments
Tariff Déjà vu
Trade chaos is ensuing in the wake of the Supreme Court’s ruling on Trump’s tariffs. When uncertainty spikes, there’s a clear place to be.
All That Glitters is D̷͚͂̋o̶͔͐ỏ̵̠̅m̷̪̌e̵͓̐d̵̳͔͒
Gold at record highs isn’t a victory lap — it’s a warning siren for the global financial system.
Much Ado About Nothing
Art of the Deal or TACO is asking the wrong question. What should we all learn from this moment?
Asia’s Currencies Flashing Red
These aren’t isolated currency wobbles. They’re stress gauges for global leverage and a referendum on whether the US dollar stays dominant through higher rates, or loses ground through political chaos at the Fed.
Why This Tech Guy is Backing Commodities
The macro regime has shifted. Fiscal dominance, sticky inflation, and constrained central banks create a structural case for real assets. This isn’t a rotation. It’s a regime allocation.
