What a crazy week... four central banks, a yen intervention, a few PMIs...
11
Expect a market bottom somewhere between November and Q1/2023
7
Just the review part this week...
8
A chat with the father of derivatives
3
Three central banks, a milestone for the newsletter and a holiday next week...
13
A chat about energy, deglobalization, the dollar and how to position your portfolio going forward
6
Goldilocks PMI, bear market continues...
9
6
A chat about the endgame of the current monetary system
5
4
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