A wild week with a lot of worrying developments...
23
2
A word about weather futures, Mean Field Theory and whales in markets
8
1
What a crazy week... four central banks, a yen intervention, a few PMIs...
14
1
Expect a market bottom somewhere between November and Q1/2023
8
Just the review part this week...
9
A chat with the father of derivatives
4
Three central banks, a milestone for the newsletter and a holiday next week...
14
A chat about energy, deglobalization, the dollar and how to position your portfolio going forward
7
Goldilocks PMI, bear market continues...
10
6
A chat about the endgame of the current monetary system
5
4
Nightmarish PMIs, neutral ECB Minutes, a hawkish Jackson Hole speech and more
16
Some insights on agriculture
4