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This week's easing was cyclical. The things that hardened were structural. That's the week in a sentence. Subscribe to Hypernormal Times for free on Substack. For your capital markets training needs, visit my friends at Finance Talking. Markets spent five days exhaling — a soft CPI, a softer PPI, t…
Read the daily market notes at the Hypernormal Times on Substack. Subscribe, review, and share at Hypernormal Times on Substack. The global financial system is running a fever, and this week the authorities declared war on the thermometer. Jeremy McKeown separates the signal from the theatre: why…
Why isn't oil at $200 with the Strait of Hormuz restricted? Rupert Mitchell — "The Blind Squirrel" — argues China has become a monopsony: the swing buyer of crude, putting an effective floor and ceiling on oil prices using storage tanks instead of quotas. He calls it the China Collar, and he thinks…
Read the daily notes at the Hypernormal Times on Substack. Subscribe, review, and share. Brought to you by Progressive Equity. Commentary and information only — not investment advice. "Governments defending prices against fundamentals always lose." Stanley Druckenmiller's warning to his old protégé…
Subscribe to Hypernormal Times on Substack. High Ground founder and CIO Edgar Allen joins to explain the investment philosophy behind one of Europe's fastest-growing long/short equity funds — now running roughly $3bn, up from $10m at launch in 2019. Edgar traces his path from teenage stock-picker …
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Jeremy McKeown , là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.