Jonathan Roth from @ResourceWars tells Ed the threat could be as great from the North as the South! Listen in on the conversation here: |
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2025-01-11
How long are your trades? Do you just buy investments and hold them forever? Let us know in the comments!
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2025-01-08
This is the most important decision traders make at the end of the day!
Full interview:
2024-12-27
Felix Zulauf gives Ed D’Agostino the reason why base metals aren’t gold!
Listen in on the conversation here:
2024-12-24
US-Canada relations are strained. Many in the US believe Canada isn’t doing enough to choke off illegal immigration or to protect our shared security interests in the Arctic.
As Pippa Malmgren once said here on Global Macro Update, we are in a “hot war in cold places.” One of those places is the Arctic, which is rich in oil and mineral resources, including rare earths. It also offers critical alternative shipping routes, which China would like to dominate.
Canada lacks the military capacity to protect all this from Russian and Chinese interests.
Internally, Canada’s government is under pressure. Members of Prime Minister Trudeau’s own party are telling him to step down. Canada’s national debt has roughly doubled since he became PM in 2015. And the nation is suffering from many of
2024-11-28
@TheJaredDillianShow WOULD travel back in time and settle the score! Check out the full interview here: -Vf5GI
2024-11-20
Too much political risk for investors to feel safe about #China?
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
2024-08-30
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Decoupling the US economy from China’s is essential to strengthening our long-term economic resiliency and national security. Meanwhile, China is doing the same thing—decoupling its economy from ours. Yet China’s export business is booming.
Gavekal CEO and renowned China expert Louis Gave says that China now exports more to other emerging markets than it does to the US and western Europe. Here’s Louis:
“China’s trade is absolutely booming. The investments that China made 10 years ago in things like the One Belt One Road, the Silk Road Fund, the Asian Infrastructure Investment Bank, all the things that we laughed at and said, ‘Oh, you want to have trade with Kazakhstan? Who cares? Sure, have it. It’s
2024-07-26
Something phenomenal happened in 2001. Humanity generated more information in a single year than it had in all of human history, combined, up to that point. Since then, the amount of information available to us has gone parabolic, as documented by former CIA media analyst Martin Gurri in his fascinating book, The Revolt of the Public.
Gurri explains the effects of this information “tsunami,” which underpinned events from the Arab Spring to Javier Milei’s ascendency in Argentina to the abrupt turnaround of China’s Zero-COVID policies.
The information tsunami has led to a breakdown in the public’s trust in institutions and the elites in charge. Many of us have sensed this happening for years now, but I believe Gurri has done the best job of articulating the nuances of this phenomenon.
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