| From USAID cuts to foreign politics - how one figure impacts US policy. #Musk #Politics |
You Might Also Like
China’s Navy Has a Terrifying Numbers Advantage
2025-02-23
While US spends billions per ship, China mass produces them. The real threat is quantity vs quality #China #Navy #Defense
Gold vs Base Metals?
2024-12-27
Felix Zulauf gives Ed D’Agostino the reason why base metals aren’t gold!
Listen in on the conversation here:
Canada-US Relations Fracture: Military Crisis in the North | Jonathan Roth
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
Investors hate Risk
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
LIVE: Post-Election Market Reactions & Analysis – Peter Boockvar Q&A
2024-11-08
Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563M/YTB
We’re speaking with Peter Boockvar LIVE at 3 pm ET on Friday, November 8. Peter is the chief investment officer at Bleakley Financial Group and editor of The Boock Report, where he shares daily macro analysis. He’s also a CNBC contributor and a popular speaker at the Mauldin Economics Strategic Investment Conference.
Today he’ll answer your questions on tariffs, inflation, his outlook for the markets under the new administration, and more.
Please drop a question in the comments section below during the interview.
Learn more about Peter Boockvar here: https://www.bleakley.com/peter-boockvar-joins-bleakley-financial-as-chief-investment-officer
Follow Peter Boockvar on X (Twitter) here:
Oil Demand SURGES Despite Energy Transition Hype | Josh Young
2024-09-13
Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563H/YTB.
The prevailing narrative around oil is that a global supply glut and weakening demand from China will continue to keep oil prices down.
The reality is that oil isn’t going away anytime soon.
Josh Young, the founder and CIO at energy investment firm Bison Interests takes us on a world tour of oil-producing nations, explaining why there is “a lot less spare capacity than people think.” That includes capacity from Guyana, which some have called “the next Saudi Arabia.” He also believes the China demand story is overstated.
You will also hear about which OPEC nations might be cheating on their quotas, the nuances in the Exxon v. Chevron dispute, the future of the Strategic Petroleum Reserve… and what
Tags: Featured
