Information is everywhere, Insight is priceless

The US is in a Costanza economy - and will stay there as long as this strange confidence keeps up.

Argentina will be 2024's most interesting story not involving war. But it does have cloned Mastiffs.

The world's two largest economies operating on different cycles has been a good thing for the global economy.

Lifting sanctions on Venezuelan oil will do the country a world of good if its president can behave himself. He can’t.

No one with a soul wants to ask what the Israel/Hamas conflict is going to cost them, but someone is asking it.

The US economy is looking at a recession in 2024 - that isn't going to do Biden, or the world, any favors.

The AI Safety Summit this week is a good idea, but an workable AI solution requires knowing what the problem is.

Joe Biden is showing his support for the UAW strike and announcing that he literally can't put two and two together.

Peak China happened before the covid lockdowns, can it ever get its fung shui back?

What can we expect from the BRICS expansion? Not much other than a new name.

Bud Light had a very bad Q2, as it reroutes in marketing, but that didn't slow down InBev too much.

Russia's Energy Weapon didn't work against NATO, its weaponized grain prices may work on Africa.

The dollar may be off, but it isn't that off. And why the late dip is just the pouty part of a big, American grin

Price volatility is bad voodoo for the economy's upbeat mojo.

Energy demand is at a global high, OPEC+ has wildly cut production, and 20% of the supply is under sanctions - so what's up with oil prices?

China's economy has peaked, what are the take-aways for the US and it's industrial policy?

What will happen with a US default? Hard to say, but some of the damage is already done.

Why we so glum about our economic future? The danger isn’t so much the economy, but trying to fix it.

Banking scares go both ways - as deposits and credit disappears. The panic was the sound of something breaking.

After a strong start to the year, investors are hopeful for a rousing 2023. Beware of desperate exuberance.