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Comment of the day - Archive

Global Strategy and Investment Trends by David Fuller & Eoin Treacy

Find below full archive of Comment of the day

2024 Comment of the day archive

May 2024

Title Release date Read
Migration to Substack Complete 09-05-2024 01:18 Read

2023 Comment of the day archive

October 2023

Title Release date Read
Migration to Substack Now Complete 02-10-2023 22:46 Read

September 2023

Title Release date Read
Big Picture Long-Term video for September 29th 2023 29-09-2023 01:15 Read
Major international luxury brands to open stores in Mumbai�s new luxury mall 29-09-2023 01:13 Read
Hot Job Markets Spur Brazil, Mexico Economies Against All Odds 29-09-2023 01:07 Read
Americans are demanding more: Desired salary for new jobs now nearly $79,000 29-09-2023 01:03 Read
Eoin's personal portfolio: breakeven stop triggered on commodity position September 5th 29-09-2023 00:09 Read
Video commentary for September 28th 2023 28-09-2023 22:30 Read
The Massive Scale of China's Property Sector 28-09-2023 22:27 Read
Interview with China's CCTV2 28-09-2023 22:25 Read
German Inflation Sinks to Level Last Seen Before War in Ukraine 28-09-2023 22:24 Read
Coinbase to let retail users outside the U.S. trade Bitcoin and Ethereum futures on its Bermuda exchange 28-09-2023 22:21 Read
Video commentary for September 27th 2023 27-09-2023 22:54 Read
Interesting charts September 27th 2023 27-09-2023 22:23 Read
Email of the day on yield curve de-inversion and lack of demand for Treasuries 27-09-2023 22:14 Read
Oil Tanks Are Running Dry at the Biggest US Crude Storage Hub 27-09-2023 22:12 Read
India Plans to Sell 50-Year Bond on Growing Insurer Demand 27-09-2023 22:11 Read
Video Commentary for September 26th 2023 26-09-2023 21:59 Read
Stocks Tumble, Dollar Climbs With Traders on Edge 26-09-2023 21:55 Read
Global watchdog tackles 'vulnerabilities' in leveraged loans 26-09-2023 21:50 Read
Volkswagen Cuts EV Output at German Sites as Demand Craters 26-09-2023 21:42 Read
Video commentary for September 25th 2023 25-09-2023 22:19 Read
Evergrande Liquidation Risk Rises After Creditor Meet Scrapped 25-09-2023 22:10 Read
A Wave of Zombies Is Rising From Private Equity's Slow Carnage 25-09-2023 22:07 Read
Honeywell and ESS Tech, Inc. Collaborate to Accelerate Commercial Deployment of Iron Flow Battery Energy Storage Systems 25-09-2023 22:04 Read
Big Picture Long-Term video commentary for September 22nd 2023 22-09-2023 23:12 Read
No Bazooka, Many Pistols - Stimulus Lifts 2% GDP 22-09-2023 23:08 Read
Russia Halts Diesel Loadings at Ports Following Export Ban 22-09-2023 23:04 Read
Saudis Didn't Secure Tesla, Will They Keep Funding Rival Lucid? 22-09-2023 23:03 Read
November Chart Seminar Interest 22-09-2023 00:37 Read
Video commentary for September 21st 2023 21-09-2023 22:36 Read
Interesting charts September 21st 2023 21-09-2023 22:31 Read
Japan Dividend Growth 21-09-2023 22:30 Read
Xi's Purge of Handpicked Ministers Shatters Stability Image 21-09-2023 22:29 Read
AI Accelerates Ability to Program Biology Like Software 21-09-2023 22:22 Read
Video commentary for September 20th 2023 20-09-2023 22:21 Read
Interesting charts September 20th 2023 20-09-2023 22:19 Read
Fed Leaves Rates Unchanged, Signals Another Hike This Year 20-09-2023 22:17 Read
Sunak Delays UK's Petrol Car Ban as Part of Green U-Turn 20-09-2023 22:15 Read
Panama Canal to further reduce daily transits if drought continues 20-09-2023 22:13 Read
Video commentary for September 19th 2023 19-09-2023 22:45 Read
Interesting charts September 19th 2023 19-09-2023 22:40 Read
US-China War Would Be Economic Disaster for Both 19-09-2023 22:38 Read
Secret Behind Zero-Day Options Boom: a $1,000 Stock Bet Costs $1 19-09-2023 22:36 Read
Rio Tinto CEO Says Chinese Steel Demand Is Close to Peaking 19-09-2023 22:31 Read
Video commentary for September 18th 2023 18-09-2023 22:25 Read
Interesting Charts September 18th 2023 18-09-2023 22:20 Read
Bunds Slide as Traders Mull Higher-for-Longer 18-09-2023 22:19 Read
Email of the day on Mexico 18-09-2023 22:17 Read
Private-Equity Giant Blackstone Joins Coveted S&P 500 Club 18-09-2023 22:14 Read
Video commentary for September 15th 2023 15-09-2023 05:27 Read
Advances Bipartisan Nuclear Energy Bill from Capito, Carper, Whitehouse 15-09-2023 05:25 Read
China Economy Shows More Signs of Stability on Policy Boost 15-09-2023 05:19 Read
Bitcoin Is Headed for Its First Weekly Gain Since August 15-09-2023 05:18 Read
Travelling tomorrow 14-09-2023 22:14 Read
Video commentary for September 14th 2023 14-09-2023 21:37 Read
Global Bank Indices 14-09-2023 21:29 Read
Drilling Three Miles Sideways Brings Risks for Shale Operators 14-09-2023 21:25 Read
Sugar Rises as India Output Fears Overshadow Huge Brazilian Crop 14-09-2023 21:23 Read
Video commentary for September 13th 2023 13-09-2023 21:06 Read
Unity has changed its pricing model, and game developers are pissed off 13-09-2023 21:02 Read
Cocoa Hovers Near 12-Year High on West Africa Supply Concerns 13-09-2023 21:00 Read
Nuclear power could see its biggest expansion in decades, leading to increased demand for uranium 13-09-2023 20:58 Read
Video commentary for September 12th 2023 12-09-2023 22:36 Read
Interesting Charts September 12th 2023 12-09-2023 22:31 Read
Oil Extends Rally as OPEC+ Cuts Set Up Tightest Market in Decade 12-09-2023 21:46 Read
Mexico Bonds Slump as AMLO's Spending Plan Spooks Traders 12-09-2023 21:44 Read
Incredible markets 12-09-2023 21:42 Read
Video commentary for September 11th 2023 11-09-2023 23:13 Read
Interesting Charts September 11th 2023 11-09-2023 23:09 Read
Morgan Stanley Sees Dojo Boosting Tesla's Value by $500 Billion 11-09-2023 23:07 Read
Lithium Americas Surges on Reports It Has Lithium-Rich Deposit 11-09-2023 23:06 Read
'Irrational Exuberance' Driving India Mid-Caps, Strategist Says 11-09-2023 23:03 Read
Big Picture Long-Term video September 8th 2023 08-09-2023 23:49 Read
Blackstone Says Private Credit Is Coming for Asset Based Debt 08-09-2023 23:27 Read
Huawei Debuts Even More Powerful Phone as Controversy Swirls 08-09-2023 23:20 Read
Inditex's Momentum Makes It Sector Outperformer 08-09-2023 23:18 Read
Video commentary for September 7th 2023 07-09-2023 22:59 Read
Interesting charts September 7th 2023 07-09-2023 22:33 Read
China's Commodities Imports Surge as Coal Hits All-Time High 07-09-2023 22:29 Read
Spiraling Offshore Wind Costs Show Limits of Biden Inflation Act 07-09-2023 22:26 Read
Illumina Names Thaysen CEO After deSouza's Abrupt Departure 07-09-2023 22:24 Read
Video commentary for September 6th 2023 06-09-2023 22:58 Read
Interesting charts September 6th 2023 06-09-2023 22:54 Read
Email of the day on Monday's podcast: 06-09-2023 22:53 Read
Apple Falls on Report That China Agencies Are Barring iPhone 06-09-2023 22:51 Read
'There's No Plan B': Oil Chiefs Sound Alarm on Refining Woes 06-09-2023 22:49 Read
Video commentary for September 5th 2023 05-09-2023 22:20 Read
Interesting charts September 5th 2023 05-09-2023 22:10 Read
The equal pay scandal that drove Birmingham Council to the edge of bankruptcy 05-09-2023 22:08 Read
Why would North Korea's Kim and Russia's Putin want to meet? 05-09-2023 22:05 Read
China's #1 oil company says peak gasoline demand has already passed 05-09-2023 22:02 Read
Video commentary for September 4th 2023 04-09-2023 21:33 Read
Huawei Chip Shows US Curbs Are Porous, Not Useless 04-09-2023 21:30 Read
Money, Politics Imperil Indonesia's $21.5 Billion Climate Deal 04-09-2023 21:26 Read
Lithium Giant Albemarle Nears $4.3 Billion Liontown Takeover 04-09-2023 21:24 Read
Eoin's personal portfolio: hedge short introduced in bond position September 1st 04-09-2023 00:28 Read
Big Picture Long-Term video for September 1st 2023 01-09-2023 23:15 Read
Summers Says Job Report Is a Step Down Road to US Soft Landing 01-09-2023 23:12 Read
Mexico Peso Nears Worst Day Since March as Banxico Unwinds Hedge 01-09-2023 23:10 Read
Colin Huang Adds $4.5 Billion in Wealth as PDD Shares Surge 01-09-2023 23:08 Read

August 2023

Title Release date Read
Video Commentary for August 31st 2023 31-08-2023 14:04 Read
Russia Agrees on Further OPEC+ Oil-Export Cuts, Novak Says 31-08-2023 13:42 Read
Email of the day on positive innovations 31-08-2023 13:41 Read
Whatever happened to the Metaverse? 31-08-2023 13:40 Read
Eoin's personal portfolio: crypto and commodity positions re-initiated Augast 30th 31-08-2023 00:28 Read
Video commentary for August 30th 2023 30-08-2023 22:53 Read
What's Driving the Coups Across Sub-Saharan Africa? 30-08-2023 22:52 Read
Cocoa Prices Surge on Poor Crop, Limited West Africa Sales 30-08-2023 22:49 Read
Stuck in neutral: A call for partnership working on river quality and water quantity 30-08-2023 22:46 Read
Video commentary for August 29th 2023 29-08-2023 22:40 Read
Grayscale Wins Case Against SEC. It's a Huge Victory for Bitcoin and Coinbase 29-08-2023 22:33 Read
London's Emissions Zone Has Changed Air Pollution Policy Forever 29-08-2023 22:31 Read
Email of the day on silver's contango 29-08-2023 22:29 Read
Video commentary for August 28th 2023 28-08-2023 22:49 Read
Markets Show China Needs a Stimulus 'Bazooka' to Woo Investors 28-08-2023 22:41 Read
Startup extinction season is going to kick into high gear - and there's likely going to be a bloodbath soon for some of the 50,000 VC-backed startups 28-08-2023 22:38 Read
Florida Faces Major Hurricane Threat as Idalia Strengthens 28-08-2023 22:32 Read
Eoin's personal portfolio: commodity position closed August 22nd 2023 28-08-2023 22:24 Read
Big Picture Long-Term video August 25th 2023 25-08-2023 23:03 Read
Powell Remarks Friday at Jackson Hole Full Text 25-08-2023 23:01 Read
Micro E-mini S&P 500 Futures Surpass 1 Billion Contracts Traded 25-08-2023 23:00 Read
Danaher Is Said to Be in the Lead to Acquire Abcam 25-08-2023 22:58 Read
Video commentary for August 24th 2023 24-08-2023 23:37 Read
BRICS Summit key themes and challenges 24-08-2023 23:34 Read
Great Economic-Reset Outlook Update 24-08-2023 23:33 Read
Corn Harvest Is in Trouble as US Heat Fuels More Damage 24-08-2023 23:31 Read
Video commentary for August 23rd 2023 23-08-2023 22:54 Read
Nvidia Stock Soars Past $500 After Chipmaker Demolishes Q2 Estimates 23-08-2023 22:52 Read
Pencils down 23-08-2023 22:50 Read
The Manhattan Project to Wean the US Off Russian Uranium 23-08-2023 22:48 Read
Video commentary for August 22nd 2023 22-08-2023 22:39 Read
Americans Have Almost Depleted Excess Savings, SF Fed Study Says 22-08-2023 22:35 Read
Ex-JPMorgan Gold Traders Get Prison for 'Prolific Spoofing' 22-08-2023 22:28 Read
Thaksin Return From Exile Shows Thai Royalists Have Bigger Enemy 22-08-2023 22:26 Read
Video commentary for August 21st 2023 21-08-2023 23:50 Read
Cybertruck employee deliveries 'imminent' with dual-motor or tri-motor options as Tesla films launch ad 21-08-2023 23:47 Read
Run It Cold: Why Xi Jinping Is Letting China's Economy Flail 21-08-2023 23:45 Read
LNG Strikes Could Begin Early September Amid Australia Disputes 21-08-2023 23:44 Read
Eoin's personal portfolio: crypto positions closed August 17th 2023 21-08-2023 23:07 Read
Big Picture Long-Term video August 18th 2023 18-08-2023 23:12 Read
On way back from Brics Summit in South Africa, Modi skeds a quick visit to Greece 18-08-2023 23:04 Read
Bitcoin Calm Shatters With Sudden Tumble, Mass Liquidations 18-08-2023 23:03 Read
Hurricane Hilary Intensifies as Storm Charts Path to California 18-08-2023 23:02 Read
Video commentary for August 17th 2023 17-08-2023 23:27 Read
China Needs to Engineer a Beautiful Deleveraging 17-08-2023 23:20 Read
Global Yields Reach 15-Year Highs as Rate-Hike Worries Build 17-08-2023 23:15 Read
Jokowi Tempers Growth Outlook, Warns of Middle-Income Trap 17-08-2023 23:11 Read
Video commentary for August 16th 2023 16-08-2023 22:48 Read
Fed Saw Significant Inflation Risk That May Merit More Hikes 16-08-2023 22:38 Read
Whatever Happened To The Liquidity Hole? 16-08-2023 22:36 Read
Eoin's personal portfolio: commodity trading and investment positions closed 16-08-2023 22:33 Read
AI and the automation of work 16-08-2023 22:31 Read
November Chart Seminar Interest 15-08-2023 22:37 Read
Video commentary for August 15th 2023 15-08-2023 21:56 Read
China Halts Youth Jobs Data, Stoking Transparency Concerns 15-08-2023 21:53 Read
UK Shock Wage Surge Puts to Rest Talk of BOE Pause 15-08-2023 21:51 Read
US Retail Sales Top Forecasts, Showcasing Consumer Resilience 15-08-2023 21:49 Read
Eoin's personal portfolio: two investment positions opened August 1st 2023 15-08-2023 00:06 Read
Vimeo commentary for August 14th 2023 14-08-2023 23:30 Read
Email of the day on nuclear energy 14-08-2023 23:27 Read
Email of the day on quantitative tightening 14-08-2023 23:22 Read
JPMorgan Sees 'Vicious Cycle' as Top China Trust Misses Payment 14-08-2023 23:20 Read
Big Picture Long-Term video for August 11th 2023 11-08-2023 23:57 Read
UBS Ends $10 Billion State Backstop That Helped Seal Merger 11-08-2023 23:56 Read
Global Oil Demand Hits Record and Prices May Climb, IEA Says 11-08-2023 23:54 Read
Email of the day on trends for the next decade 11-08-2023 23:53 Read
Video commentary for August 10th 2023 10-08-2023 23:02 Read
Email of the day on a third industrial revolution, doing more with less and a nuclear revival from David Brown: 10-08-2023 22:58 Read
US Authorities to Probe Fatal Tesla Model Y Crash in Virginia 10-08-2023 22:53 Read
Riot Platforms Reports Mixed Q2 2023 Financial Results, RIOT Shares Drop 4% 10-08-2023 22:50 Read
Video commentary for August 9th 2023 09-08-2023 22:38 Read
Offshore Staff for Australia's Woodside LNG Plant Vote to Strike 09-08-2023 21:41 Read
Array Climbs as Bookings, Profit Focus Encourage: Street Wrap 09-08-2023 21:39 Read
WeWork's "Substantial Doubt" Over Future Marks Stunning Fall 09-08-2023 21:37 Read
Video commentary for August 8th 2023 08-08-2023 01:41 Read
Secular bull markets versus industrial revolutions 08-08-2023 01:37 Read
Video commentary for August 7th 2023 07-08-2023 21:35 Read
Earthquake in East China Injures 21, Wrecks 126 Buildings 07-08-2023 21:32 Read
Block Shares Drop Most Since March After Earnings Disappointment 07-08-2023 21:28 Read
Japan Public Workers May Get Biggest Salary Gains in 26 Years 07-08-2023 21:26 Read
Big Picture Long-Term Video for August 4th 2023 04-08-2023 22:47 Read
Borrowers Flock to Bonds as Fed's Anti-Inflation Vow Hits Loans 04-08-2023 22:45 Read
Wheat Gains After Ship Attack Temporarily Shut Russian Port 04-08-2023 22:42 Read
Colombian President Says No One is Above the Law as Son Charged 04-08-2023 22:40 Read
Video commentary for August 3rd 2023 03-08-2023 23:31 Read
QQQ Churns in Late Hours on Apple, Amazon Earnings 03-08-2023 23:26 Read
Your Rich Hedge-Fund Pals Are All Going to Dubai 03-08-2023 23:24 Read
Saudis Extend 1 Million-Barrel Oil Cut, Say Can Be Deepened 03-08-2023 23:02 Read
Video commentary for August 2nd 2023 02-08-2023 00:15 Read
US Ramps Up Debt Issuance, Adding Fuel to Selloff in Treasuries 02-08-2023 00:12 Read
Thailand Mulls Suspending Rice Farming on Drought 02-08-2023 00:09 Read
Baseball-Size Hail Makes Insuring Solar and Wind Farms Pricier 02-08-2023 00:07 Read
Video commentary for August 1st 2023 01-08-2023 22:18 Read
Strategists Scramble to Catch Up as S&P 500 Rally Rumbles On 01-08-2023 22:14 Read
UK House Price Declines Deepen as Borrowing Costs Cut Demand 01-08-2023 22:11 Read
Chile fires the starting gun on EM easing cycle 01-08-2023 22:09 Read

July 2023

Title Release date Read
Video commentary for July 31st 2023 31-07-2023 21:56 Read
Air Pockets, Free Falls, and More Cowbell 31-07-2023 20:57 Read
BOJ Wades Into Bond Market After YCC Tweak Triggers Yield Spike 31-07-2023 20:55 Read
Euro Zone Returns to Growth as Core Inflation Stays Strong 31-07-2023 20:53 Read
Eoin's personal portfolio: July 20th stock index short initiated 31-07-2023 00:43 Read
Big Picture Long-Term Video for July 28th 2023 28-07-2023 23:09 Read
A 'Dangerous' Consensus Has Traders Staking It All on Goldilocks 28-07-2023 23:08 Read
Burning Ship's Operator Says Almost 500 EVs Are on Board 28-07-2023 23:07 Read
Most European Banks Fare Better in Key Test for Payouts 28-07-2023 23:05 Read
Video commentary for July 27th 2023 27-07-2023 22:55 Read
Oil Rallies to $80 as US Economic Growth Improves Demand Outlook 27-07-2023 22:54 Read
Analysis-Investors dumping China load up on other emerging markets 27-07-2023 22:52 Read
Japanese Population Falls in All 47 Prefectures for First Time 27-07-2023 22:50 Read
Video commentary for July 26th 2023 26-07-2023 23:10 Read
Fed Raises Rates as Powell Keeps Options Open for Future Hikes 26-07-2023 23:06 Read
LVMH Drops Most in Year as Results Stoke US Worries 26-07-2023 23:05 Read
Rolls-Royce Stock Surges as Turnaround Under CEO Takes Hold 26-07-2023 23:04 Read
Video commentary for July 25th 2023 25-07-2023 22:24 Read
Xi's China Markets Lifeline Raises Hope Rally Can Hold This Time 25-07-2023 22:22 Read
Jaguar Land Rover Owner Tata Beats Profit Estimate With Ease 25-07-2023 22:21 Read
Unilever Shares Gain on Resilient Demand as Inflation Cools 25-07-2023 22:19 Read
Video commentary for July 24th 2023 24-07-2023 21:31 Read
Ryanair Touts Lower Fares to Fill Planes as Costs Start to Bite 24-07-2023 21:24 Read
Wheat Climbs After Another Russian Missile Attack on Odesa Port 24-07-2023 21:22 Read
A Bug Exterminator That Trades Like Nvidia 24-07-2023 21:20 Read
Video commentary for July 21st 2023 21-07-2023 22:21 Read
Sunak Suffers Twin Election Blows in Effort to Revive Tory Hopes 21-07-2023 22:15 Read
Chaos, Dysfunction Force South Africa to Lean on Private Sector 21-07-2023 22:12 Read
Cocoa Factories Slowing Down Spell Trouble for Chocolate Makers 21-07-2023 22:10 Read
Video commentary for July 20th 2023 20-07-2023 21:54 Read
Dow Jones Industrials/Nasdaq-100 ratio 20-07-2023 21:49 Read
Startup Cerebras Takes on Nvidia With Chain of AI Supercomputers 20-07-2023 21:48 Read
Brazil's All-Powerful Sugar Industry Sours the Country on EVs 20-07-2023 21:45 Read
Video commentary for July 19th 2023 19-07-2023 21:25 Read
Is ChatGPT Getting 'Dumber'? Usage Drops As Users Complain 19-07-2023 21:20 Read
In London, New York and Paris, a Giant Office Bet Goes Wrong 19-07-2023 21:18 Read
Email of the day on rough rice 19-07-2023 21:16 Read
Eoin's personal portfolio: July 19th commodity long initiated 19-07-2023 20:55 Read
Video commentary for July 18th 2023 18-07-2023 22:02 Read
Lilly Applies for Alzheimer's Drug Approval on Trial Data 18-07-2023 22:01 Read
United Airlines, American Airlines Earnings Due. Is The Airlines Rally Over? 18-07-2023 21:58 Read
Ford Takes $3.6 Billion Hit for Following the Tesla Playbook 18-07-2023 21:56 Read
Eoin's personal portfolio: commodity long initiated July 17th 2023 18-07-2023 00:44 Read
Video commentary for July 17th 2023 17-07-2023 17:51 Read
European Power Prices Fall Below Zero With Green Power Boom 17-07-2023 17:23 Read
Richemont Drops on Signs Luxury Demand Is Weakening in US, China 17-07-2023 17:22 Read
Russia Pulls the Plug on Ukraine Grain Export Agreement 17-07-2023 17:20 Read
Big Picture Long-Term video July 14th 2023 14-07-2023 21:48 Read
Europe Is Pledging Ukraine Weapons It Can't Make 14-07-2023 21:46 Read
El Nino is threatening rice crops while grain supplies already are squeezed by the war in Ukraine 14-07-2023 21:42 Read
Extreme Heat Strains the Mexican Power Grid Earlier in the Summer 14-07-2023 21:40 Read
Video commentary for July 13th 2023 13-07-2023 17:29 Read
Exxon to Buy Denbury for $4.9 Billion in CO2 Pipeline Push 13-07-2023 17:27 Read
AI Is Helping Scientists Locate Rare and Useful Minerals 13-07-2023 17:25 Read
Amazon Prime Day Drives Online Sales Up 6.1%, Lags Estimate 13-07-2023 17:22 Read
Eoin's personal portfolio: stock market leveraged long breakeven stop triggered June 26th 13-07-2023 01:35 Read
Video commentary for July 12th 2023 12-07-2023 23:08 Read
Inflation at 3% Flags End of Emergency, Turning Point for Fed 12-07-2023 23:05 Read
CPI Heating Up Now, RBI to Extend Hawkish Hold 12-07-2023 23:03 Read
Credit Suisse AT1 Fallout Embroils More Japan Brokerages 12-07-2023 23:01 Read
Video commentary for November 11th 2023 11-07-2023 22:46 Read
Cotton Hits Monthly High as Market Sees Demand Pickup From China 11-07-2023 22:43 Read
Turkey Agrees to Back Sweden's NATO Bid in Boost to Alliance 11-07-2023 22:41 Read
Coinbase Jumps to Highest Since August on Bitcoin ETF Momentum 11-07-2023 22:38 Read
Video commentary for July 10th 2023 10-07-2023 22:06 Read
Goldman Analysts' Bearish China Bank View Draws Fresh Rebuke 10-07-2023 22:02 Read
Nasdaq 100 Plans Special Rebalance To Curb Dominance Of 'Magnificent Seven' 10-07-2023 21:59 Read
Russia confirms BRICS will create a gold-backed currency 10-07-2023 21:57 Read
Big Picture Long-Term video commentary for July 7th 2023 07-07-2023 23:10 Read
Under the Surface, Cracks Are Emerging in US Labor Market 07-07-2023 23:09 Read
String of Global Heat Records Raises Alarm on Climate Change 07-07-2023 21:50 Read
Musk Ultimatum to Taiwan Imperils Its Push to War-Proof Internet 07-07-2023 21:41 Read
Video commentary for July 6th 2023 06-07-2023 22:43 Read
China Stocks Sink in Hong Kong on Growth Woes, Fed Concerns 06-07-2023 22:42 Read
US Job Market Shows Fresh Strength With ADP and Layoff Data 06-07-2023 22:40 Read
Generative AI: Hype, Or Truly Transformative? 06-07-2023 22:38 Read
Video commentary for July 5th 2023 05-07-2023 01:17 Read
Fed Minutes Reveal Divisions Over Decision to Pause in June 05-07-2023 01:14 Read
UK plans to drop flagship £11.6bn climate pledge 05-07-2023 01:12 Read
Why Meta Is Launching Twitter Rival Threads 05-07-2023 01:10 Read
Video commentary for July 4th 2023 04-07-2023 21:05 Read
Kiwis Fall Behind in Debt Payments as High Interest Rates Bite 04-07-2023 21:01 Read
Petrobras Switches From Asset Seller to Buyer as Debt Slumps 04-07-2023 20:59 Read
Yen's Tumble Ends Up Helping Japan Bonds Outperform Major Peers 04-07-2023 20:56 Read
Video commentary for July 3rd 2023 03-07-2023 22:02 Read
Capital Trends Towards Consolidation 03-07-2023 21:56 Read
Bitcoin Bulls Are Testing The Year's High With Liquidity Light 03-07-2023 21:53 Read
Pakistan Stocks Surge Most in 15 Years After IMF Loan Deal 03-07-2023 21:51 Read
Big Picture Long-Term video July 1st 2023 01-07-2023 06:48 Read
China's Economic Woes Are Multiplying and Xi Has No Easy Fix 01-07-2023 06:47 Read
Apple Attains Historic $3 Trillion Milestone as Tech Stocks Boom 01-07-2023 06:43 Read
The Giant Grid Bottleneck Threatening Climate Goals 01-07-2023 06:41 Read

June 2023

Title Release date Read
Video commentary for June 29th. 30-06-2023 03:34 Read
Coinbase Is Largest Dollar Bitcoin Exchange 30-06-2023 03:25 Read
London Water Crisis Exposes 'Broken Britain' Danger for Sunak 30-06-2023 03:24 Read
Brazil Central Bank Signals Rate Cut as Lula Piles Pressure 30-06-2023 03:19 Read
Video commentary for June 28th 2023 28-06-2023 21:51 Read
Australia's Budget Surplus Swells on Jobs, Exports Strength 28-06-2023 21:46 Read
Nvidia Leads Chip Selloff After Report on US Tightening AI Curbs 28-06-2023 21:43 Read
Brookfield Trumps Buyout Titans With $50 Billion Deal Spree 28-06-2023 21:40 Read
Video commentary for June 27th 2023 27-06-2023 22:09 Read
Is It Time to Cancel the Recession Altogether? 27-06-2023 21:48 Read
Email of the day on AI and trading 27-06-2023 21:46 Read
Eli Lilly's New Weight-Loss Drug Is the Best Yet 27-06-2023 21:45 Read
Video commentary for June 26th 2023 26-06-2023 21:46 Read
Prigozhin Says He Didn't Plan to Overthrow Russian Government 26-06-2023 20:48 Read
Vietnam must take 'aggressive' action to meet growth goals, says finance minister 26-06-2023 20:43 Read
China Economy Gloom Worsens With Weak Consumer Spending Data 26-06-2023 20:40 Read
Big Picture Long-Term video June 23rd 2023 23-06-2023 22:12 Read
Email of the day on money flows and the Nasdaq 23-06-2023 22:06 Read
The China-Driven Metals 'Super Cycle' Is Over, Jefferies Says 23-06-2023 22:01 Read
World's Empty Office Buildings Become Debt Time Bomb 23-06-2023 21:59 Read
Eoin's personal portfolio: new leveraged and unleveraged positions opened June 21st 2023 23-06-2023 01:17 Read
Video commentary for June 22nd 2023 22-06-2023 21:47 Read
End Pay and Price Demands to Curb Inflation, BOE's Bailey Says 22-06-2023 21:42 Read
Turkey's Lira Slumps After a Smaller-Than-Expected Rate Rise 22-06-2023 21:40 Read
Zambia Wins Debt Relief, Setting Precedent for Stressed Nations 22-06-2023 21:38 Read
Video commentary for June 21st 2023 21-06-2023 21:35 Read
Fed's Powell Says Higher Interest Rates Needed to Curb Inflation 21-06-2023 19:22 Read
Apple's Taiwan Suppliers See Sales Falter Again on Slow Demand 21-06-2023 19:20 Read
Bitcoin Hits Six-Week High as Financial Titans Push Into Crypto 21-06-2023 19:19 Read
Video commentary for June 20th 2023 20-06-2023 21:35 Read
Crypto Exchange Backed by Citadel Securities, Fidelity Goes Live 20-06-2023 21:32 Read
KKR Agrees to Buy Up to $40 Billion of PayPal's Pay-Later Loans 20-06-2023 21:30 Read
Airbus Lands Record-Breaking Order From Indigo 20-06-2023 21:28 Read
Eoin's personal portfolio: stock market long initiated June 12th 20-06-2023 00:49 Read
Video commentary for June 19th 2023 19-06-2023 21:17 Read
Drought risk keeps US soybeans, corn farmers jittery amid supply cut possibilities 19-06-2023 21:12 Read
Xi Tells Blinken 'Very Good' That Progress Made on US-China Ties 19-06-2023 21:10 Read
Rising UK Mortgages, Yields Pinch Homeowners and Sunak Alike 19-06-2023 21:06 Read
Please note - server outage on Chart Library 16-06-2023 22:20 Read
Big Picture Long-Term Video June 16th 2023 16-06-2023 22:17 Read
Meta scientist Yann LeCun says AI won't destroy jobs forever 16-06-2023 22:15 Read
Yen Declines as BOJ Sticks With Super Easy Policy Unlike Peers 16-06-2023 22:13 Read
Mexico's Nearshoring Bonanza Is Not Yet Near 16-06-2023 22:09 Read
Video commentary for June 15th 2023 15-06-2023 22:26 Read
ECB Set for Summer Tussle Over Possible September Rate Hike 15-06-2023 22:19 Read
Microsoft's Sudden AI Dominance Scrambles Tech's Power Structure 15-06-2023 22:11 Read
China Stimulus Trade Gains Momentum as Stocks, Yuan Advance 15-06-2023 22:08 Read
Video commentary for June 14th 2023 14-06-2023 21:52 Read
Key Takeaways From Fed Pause and Forecasts for Further Hikes 14-06-2023 21:44 Read
Naira Plunges as Nigeria Is Poised to Ease Currency Controls 14-06-2023 21:41 Read
Goldman's Biggest Office Beyond New York Attests to India's Rise 14-06-2023 21:38 Read
Video commentary for June 13th 2023 13-06-2023 22:48 Read
China Shifts to Stimulus Mode With Xi's Options Dwindling 13-06-2023 22:45 Read
BOE Beat Fed to Interest-Rate Hikes, Still Set to Finish Last 13-06-2023 22:42 Read
US Plans to Buy 12 Million Barrels of Oil for Reserve This Year 13-06-2023 22:39 Read
Video commentary for June 12th 2023 12-06-2023 21:53 Read
BOJ Is Said to See Little Need to Tweak Yield Control Now 12-06-2023 21:50 Read
Oil Extends Losses as Goldman Forecast Adds to Demand Concerns 12-06-2023 21:48 Read
Bunge Is Said to Near Deal to Buy Glencore's Viterra 12-06-2023 21:47 Read
Big Picture Long-Term video June 9th 2023 09-06-2023 22:36 Read
Stocks Drop 20% If Bonds Have Inflation Right in JPMorgan Model 09-06-2023 22:34 Read
Tesla's GM Deal Is Bad News for EV Charger Firms 09-06-2023 22:33 Read
Global ocean temperatures spike to record levels as El Niño nears 09-06-2023 22:31 Read
Weekend Reading June 9th 2023 09-06-2023 22:29 Read
Eoin's personal portfolio: stock market short initiated June 6th 2023 09-06-2023 00:11 Read
Video commentary for June 8th 2023 08-06-2023 22:06 Read
Crisis Seen Lasting Until Tuesday 08-06-2023 21:57 Read
Jobless Claims Put FOMC Unemployment Forecast in Sight 08-06-2023 21:55 Read
Biogen Rises As 'Relatively Benign' FDA Documents Suggest An Alzheimer's Approval Is Near 08-06-2023 21:44 Read
Video commentary for June 7th 2023 07-06-2023 23:04 Read
Traders Are Leaning Toward Fed Hike by July as Bond Yields Climb 07-06-2023 23:00 Read
Brazil Inflation Slows Past All Forecasts as Rate Cuts Loom 07-06-2023 22:58 Read
Lira Plunges as Turkey's New Economy Team Pulls Back Defense 07-06-2023 22:56 Read
Video commentary for June 6th 2023 06-06-2023 21:43 Read
Weak market being obscured by megacap gains 06-06-2023 21:37 Read
Gold Wavers as Traders Assess Fed Rate Path After Australia Hike 06-06-2023 21:26 Read
Major dam breached in southern Ukraine, unleashing floodwaters 06-06-2023 21:23 Read
Video commentary for June 5th 2023 05-06-2023 22:23 Read
Here's What Morgan Stanley to Goldman Say About Saudi Cut 05-06-2023 22:20 Read
China gas demand becomes more feasible at low LNG prices but challenges persist 05-06-2023 22:19 Read
Bitcoin Coders Feud Over Whether to Crush $1 Billion Meme Frenzy 05-06-2023 22:13 Read
Big Picture Long-Term video June 2nd 2023 02-06-2023 23:12 Read
China Mulls New Property Support Package to Boost Economy 02-06-2023 23:10 Read
3M agrees to tentative PFAS settlement of 'at least' $10B 02-06-2023 23:08 Read
Hubert's Peak Is Here 02-06-2023 23:07 Read
Eoin's personal portfolio: stock market short closed at a loss May 26th 2023 02-06-2023 00:49 Read
Video commentary for June 1st 2023 01-06-2023 21:12 Read
GDP Surprises Up - Tailwinds Are Here to Stay 01-06-2023 21:09 Read
EPW Committee Advances Risch, Crapo Nuclear Energy Bill 01-06-2023 21:07 Read
Why Apple's headset could succeed where every similar product has failed 01-06-2023 21:05 Read

May 2023

Title Release date Read
Video commentary for May 31st 2023 31-05-2023 21:48 Read
Exclusive Interview with Zoltan Pozsar: Adapting to the New World Order 31-05-2023 21:40 Read
Wells Fargo CEO Says 'There Will Be Losses' From US Office Loans 31-05-2023 21:37 Read
Britain Comes to Terms With Its New Water Poor Reality 31-05-2023 21:36 Read
Video commentary for May 30th 2023 30-05-2023 21:36 Read
Treasuries Gain as Investors Assess Debt-Ceiling Accord Impact 30-05-2023 21:34 Read
World's Largest Solar Manufacturer Is Fueling a Price War 30-05-2023 21:30 Read
AB InBev Falls as Data Shows Accelerating Bud Light Declines 30-05-2023 21:28 Read
Please note - the next update will be posted on Tuesday May 29th 26-05-2023 22:01 Read
Big Pictue Long-Term video May 26th 2023 26-05-2023 21:59 Read
Soaring Real Yields Suggest Fed's Inflation Battle Isn't Over 26-05-2023 21:56 Read
Amazon's stock is misunderstood for these 3 reasons, according to an analyst 26-05-2023 21:53 Read
When Delivery Costs More Than the Food You Ordered 26-05-2023 21:51 Read
Video commentary for May 25th 2023 25-05-2023 22:17 Read
Nvidia Eyes the $1 Trillion Club as AI Outlook Sparks Rally 25-05-2023 21:47 Read
South Africa Rate Hike Fails to Stop Rand Slumping to Record Low 25-05-2023 21:44 Read
Great Wall Motor, BYD Sink After Chinese Auto Giants Clash on Car Emissions Tests 25-05-2023 21:42 Read
Email of the day on demand for EV charging 25-05-2023 21:40 Read
Eoin's personal portfolio: two investment positions sold May 25th 2023 25-05-2023 01:18 Read
Video commentary for May 24th 2023 24-05-2023 22:46 Read
UK Price Shock Sends Bond Yields to Levels Last Seen Under Truss 24-05-2023 22:43 Read
Big Oil veteran Exxon wants to become part of Big Shovel 24-05-2023 22:41 Read
Debt-Ceiling Fears Drive Early June T-Bill Yields Above 7% 24-05-2023 22:39 Read
Video commentary for May 23rd 2023 23-05-2023 23:05 Read
Mexico's Foreign Investment Surges 48% as Nearshoring Booms 23-05-2023 23:00 Read
LVMH, Hermes Spark $30 Billion Luxury Stocks Rout on US Slowdown 23-05-2023 22:57 Read
Technology Was Supposed to Transform Insurance Pricing. It Hasn't. 23-05-2023 22:55 Read
Eoin personal portfolio: commodity position increased May 19th 2023 23-05-2023 00:38 Read
Video commentary for May 22nd 2023 22-05-2023 22:02 Read
China's $23 Trillion Local Debt Mess Is About to Get a Lot Worse 22-05-2023 21:58 Read
New type of quasiparticle emerges to tame quantum computing errors 22-05-2023 21:56 Read
Why So Many Electric Car Chargers in America Don't Work 22-05-2023 21:52 Read
Big Picture Long-Term video May 18th 2023 19-05-2023 22:51 Read
'In a lot of the world, the clock has hit midnight': China is calling in loans to dozens of countries from Pakistan to Kenya 19-05-2023 22:45 Read
This Equities Rally Is Running on Hope and a Story 19-05-2023 22:42 Read
Wildfires Rage On in Western Canada, Shutting More Energy Output 19-05-2023 22:35 Read
Video commentary for May 18th 2023 18-05-2023 21:43 Read
BT Plans to Cut Up to 55,000 Jobs Following Fiber Rollout 18-05-2023 21:40 Read
Dynatrace Rises on Strong Results and Forecast 18-05-2023 21:38 Read
African Central Banks Poised to Hold Rates as Inflation Softens 18-05-2023 21:34 Read
Eoin's personal portfolio: commodity long breakeven stop triggered April 19th 2023 18-05-2023 03:59 Read
Video commentary for May 17th 2023 17-05-2023 21:52 Read
Biden 'Confident' on Reaching Debt Deal as GOP Bashes Japan Trip 17-05-2023 21:42 Read
Automakers Speeding Platinum Substitution Push Market to Deficit 17-05-2023 21:40 Read
Scottish Mortgage Writes Down Private Company Holdings by 28% 17-05-2023 21:38 Read
Video commentary for May 16th 2023 16-05-2023 22:28 Read
Brazil's New Fiscal Proposal Becomes Stricter in Congress 16-05-2023 22:08 Read
The Green Energy Transition Has a Chilean Copper Problem 16-05-2023 22:07 Read
Zombie Cull Begins as Rate Hikes Take Toll 16-05-2023 22:01 Read
Video commentary for May 15th 2023 15-05-2023 21:39 Read
Turkey Set for Runoff as Erdogan Falls Just Short of Victory 15-05-2023 21:32 Read
Thai Pro-Democracy Groups Dominate Vote in Rebuke of Military 15-05-2023 21:31 Read
Sea's Path to Profit Paved With Layoffs, Single-Ply Toilet Paper 15-05-2023 21:29 Read
Big Picture Long-Term video May 12th 2023 12-05-2023 21:28 Read
Rand at Record Low on Fears Russia Row Will Hit US Trade Ties 12-05-2023 21:26 Read
Google Unveils Plan to Demolish the Journalism Industry Using AI 12-05-2023 21:24 Read
Ueda's BOJ Subtly Changes English Translation in New Era Signal 12-05-2023 21:23 Read
Video commentary for May 11th 2023 11-05-2023 21:57 Read
PacWest Reports Decline in Deposits, Western Alliance's Grow 11-05-2023 21:49 Read
China's Weak Inflation, Borrowing Show Economic Recovery Waning 11-05-2023 21:44 Read
Dollar on Pace for Best Day in Nearly Two Months 11-05-2023 21:42 Read
Video commentary for May 10th 2023 10-05-2023 21:39 Read
Brookfield Cuts Value of Property Holdings Amid Market Swoon 10-05-2023 21:37 Read
Australia Pledges $1.4 Billion in Bid to Be Hydrogen Superpower 10-05-2023 21:27 Read
Salesforce Introduces the Next Generation of Tableau, Bringing Generative AI for Data and Analytics to Everyone 10-05-2023 20:55 Read
Video commentary for May 9th 2023 09-05-2023 21:36 Read
AMD To Showcase Next-Generation Data Center And AI Technology At June 13 Livestream Event 09-05-2023 20:40 Read
Boeing Wins $40 Billion Ryanair Order for 737 Max Jets 09-05-2023 20:39 Read
Fire on 'Shadow' Tanker off Malaysia is Extinguished, Search Continues 09-05-2023 20:37 Read
Video commentary for May 8th 2023 08-05-2023 21:44 Read
Chinese Bank Stocks Soar, Adding $166 Billion in Trading Frenzy 08-05-2023 21:40 Read
Bitcoin Based-Memecoin Surge Seen Driving Binance Anxiety 08-05-2023 21:38 Read
Platinum investors are finally taking note of South Africa's power problems 08-05-2023 21:36 Read
Big Picture Long-Term video May 5th 2023 06-05-2023 00:14 Read
Copper Mine Flashes Warning of 'Huge Crisis' for World Supply 06-05-2023 00:09 Read
Bolivian Bonds Jump After Senate Approves Bill to Monetize Gold 06-05-2023 00:06 Read
Lilly's fortunes rise on back-to-back success for Alzheimer's, obesity drugs 06-05-2023 00:02 Read
Video commentary for May 4th 2023 04-05-2023 21:52 Read
Bank Rout Rages On With Fed Cut Wagers Mounting 04-05-2023 21:42 Read
Money isn't Enough: getting Serious About Precious Munitions 04-05-2023 21:39 Read
Molson Coors' bigger bets on marketing pay off as sales grow 04-05-2023 21:35 Read
Video commentary for May 3rd 2023 03-05-2023 23:44 Read
Stocks Drop as Powell Signals No Fed Cuts For Now 03-05-2023 23:40 Read
4 dangers that most worry AI pioneer Geoffrey Hinton 03-05-2023 23:39 Read
Scientists Warn on Climate as Australia Unlocks Giant Gas Region 03-05-2023 23:37 Read
Video commentary for May 2nd 2023 02-05-2023 21:19 Read
Chegg Sinks 48% as ChatGPT Threatens Growth Outlook 02-05-2023 21:15 Read
US Vacancies Fall, Layoffs Jump in Sign of Softer Job Market 02-05-2023 21:12 Read
Oil Tumbles as Low Trading Volumes Make for an "Investor Desert" 02-05-2023 21:09 Read

April 2023

Title Release date Read
Please note - The service will next be updated on May 2nd 28-04-2023 23:58 Read
Big Picture Long-Term video for April 28th 2023 28-04-2023 23:01 Read
BOJ's Ueda Gains Flexibility After Scrapping Guidance on Rates 28-04-2023 22:59 Read
First Republic Plunges Anew Amid Elusive Search for Rescue Plan 28-04-2023 22:57 Read
Mexico Surprises With Above-Forecast Growth on Export Surge 28-04-2023 22:56 Read
Video commentary for April 27th 2023 27-04-2023 21:50 Read
US Economic Growth Slows to 1.1% While Inflation Accelerates 27-04-2023 21:47 Read
McDonald's Has a Secret Weapon to Take Down Burger King, Wendy's 27-04-2023 21:44 Read
Wall Street Is Getting a New Fear Gauge as 0DTE Mutes VIX 27-04-2023 21:42 Read
Video commentary for April 26th 2023 26-04-2023 21:37 Read
Email of the day on Hong Kong 26-04-2023 21:29 Read
Email of the day on combustion risk from EVs 26-04-2023 21:26 Read
Email of the day on why uranium is not doing better. 26-04-2023 21:25 Read
Email of the day on the timing of a gold bull market 26-04-2023 21:23 Read
Email of the day on a range versus a base 26-04-2023 21:20 Read
Tomorrow's Comment 25-04-2023 23:54 Read
Video commentary for April 25th 2023 25-04-2023 23:53 Read
The Fed's next move 25-04-2023 15:58 Read
China' Politburo Likely to Shift Focus From Stimulus to Reforms 25-04-2023 15:54 Read
The Big Plan to Help Developing Nations Go Green Is Foundering 25-04-2023 15:51 Read
Video commentary for April 24th 2023 24-04-2023 20:07 Read
Tech Surge Sends Valuations to Extremes, but Traders Don't Care 24-04-2023 20:04 Read
Italy Rethinks Its Close China Ties as US Backs Stronger Break 24-04-2023 20:02 Read
Haleon is feeling in rude health after the flu season 24-04-2023 20:01 Read
Big Picture Long-Term video commentary for April 22nd 2023 21-04-2023 16:47 Read
Biden to hike payments for good-credit homebuyers to subsidize high-risk mortgages 21-04-2023 03:41 Read
Top 25 Psychiatric Medications for 2020 21-04-2023 03:39 Read
LVMH Is Shifting Out of Hong Kong as Chinese Shoppers Stay Home 21-04-2023 03:35 Read
Please note - The Big Picture Video will posted later than usual on Friday due to my travel schedule 20-04-2023 18:43 Read
Video commentary for April 20th 2023 20-04-2023 17:58 Read
CATL Says New Super Strong Battery May Power Electric Flight 20-04-2023 17:55 Read
India Needs More Than a Bigger Population to Top China's Economy 20-04-2023 17:53 Read
'The World Changed 12 months ago' 20-04-2023 17:50 Read
Video commentary for April 19th 2023 19-04-2023 22:12 Read
The Age of Energy Insecurity 19-04-2023 22:02 Read
Re-Emerging Equities 19-04-2023 22:00 Read
Perseus Maintains 2H Gold Production Forecast 19-04-2023 21:59 Read
Video commentary for April 18th 2023 18-04-2023 21:35 Read
Lessons from Silicon Valley Bank 18-04-2023 21:23 Read
EU Hydrogen Quotas Raise Global Demand For Green Molecules 18-04-2023 21:21 Read
Rains Seen Hurting Start of Coffee Harvest 18-04-2023 21:18 Read
Eoin's personal portfolio: another commodity long initiated April 17th 2023 18-04-2023 19:40 Read
Video commentary for April 17th 2023 17-04-2023 21:27 Read
ChatGPT Can Decode Fed Speak, Predict Stock Moves From Headlines 17-04-2023 21:24 Read
Email of the day on the Dollar and income 17-04-2023 21:22 Read
Is FedNow a CBDC? 17-04-2023 21:21 Read
Big Picture Long-Term video April 14th 2023 14-04-2023 23:07 Read
Financial repression and funding a green revolution 14-04-2023 22:43 Read
Bond Markets Brace for Billion Dollar Question From Japan 14-04-2023 22:38 Read
Twitter Could Soon Enable Trading Stocks, Bitcoin As Elon Musk Reportedly Inks eToro Partnership 14-04-2023 22:35 Read
Eoin's personal portfolio: commodity longs initiated April 5th 2023 14-04-2023 00:16 Read
Video commentary for April 13th 2023 13-04-2023 22:00 Read
Gold Climbs Toward a Record as Producer Prices Drop Unexpectedly 13-04-2023 20:56 Read
Buffett Praises BYD and TSMC After Selling Shares of Both Firms 13-04-2023 20:55 Read
LVMH's Value Nears $500 Billion, Enters World's Top 10 13-04-2023 20:54 Read
Video commentary for April 12th 2023 12-04-2023 21:37 Read
UK Mortgage Pain Is Only Getting Started as Fixed Deals End 12-04-2023 21:34 Read
Visualizing the World's Plummeting Fertility Rate 12-04-2023 21:32 Read
In India, Big Capex Bet on Manufacturing to Lift Growth 12-04-2023 21:25 Read
Video commentary for April 11th 2023 11-04-2023 21:28 Read
Pioneer Natural Resources stock jumps after WSJ report of merger talks with Exxon Mobil 11-04-2023 20:59 Read
Bitcoin, Not Ether, Builds Crypto Market Dominance Ahead of Ethereum's Shanghai Upgrade 11-04-2023 20:57 Read
Blackstone Raises More Than $30 Billion for Property Fund 11-04-2023 20:55 Read
Big Picture Long-Term video April 6th 2023 07-04-2023 00:07 Read
Please note Comment of the Day will return on April 11th in observance of the Easter holiday. 07-04-2023 00:06 Read
Why a BRICS currency is a flawed idea 07-04-2023 00:05 Read
Kuroda Departs Leaving $11.7 Trillion Experiment to Successor 07-04-2023 00:03 Read
India May Not Allow More Sugar Exports This Year: Food Secretary 06-04-2023 23:58 Read
Video commentary for April 5th 2023 05-04-2023 22:03 Read
US Service Gauge Falls More Than Expected as Demand Moderates 05-04-2023 19:29 Read
Just How Dangerous Are India's Generic Drugs? Very 05-04-2023 19:26 Read
China Says Willing to Help Airbus Deepen Presence in Nation 05-04-2023 19:22 Read
Video commentary for April 4th 2023 04-04-2023 22:17 Read
Treasuries Reach Day's Highs After JOLTS Job Openings Slumps 04-04-2023 22:15 Read
Jamie Dimon says the banking crisis is not over and will cause 'repercussions for years to come' 04-04-2023 22:13 Read
Stolen Range Rovers Are Tip of Alarming Iceberg 04-04-2023 22:11 Read
Video Commentary for April 3rd 2023 03-04-2023 21:37 Read
Biden Has Limited Options to Respond to OPEC+'s Oil Cut 03-04-2023 20:48 Read
Eoin's personal portfolio: commodity short closed at a loss 03-04-2023 20:46 Read
Tesla Shares Drop After Price Cuts Barely Boost Deliveries 03-04-2023 20:45 Read
Glencore Will Likely Sweeten $23 Billion Teck Bid, Analysts Say 03-04-2023 20:38 Read

March 2023

Title Release date Read
Big Picture Long-Term Video for March 31st 2023 31-03-2023 23:59 Read
Brazil Takes Steps to Transact in Yuan as China Ties Grow 31-03-2023 23:58 Read
LVMH, Hermes Climb to Record Highs as Luxury Lifts Europe Again 31-03-2023 23:56 Read
EU Looks at Carbon Market, Agriculture in 2040 Climate Plan 31-03-2023 23:54 Read
Eoin' personal portfolio: commodity short initiated March 23rd 2023 31-03-2023 01:49 Read
Video commentary for March 30th 2023 30-03-2023 21:45 Read
MBA Chart of the Week: Estimated Total Commercial Mortgage Maturities 30-03-2023 21:40 Read
Brazil's New Fiscal Plan Is Cautiously Welcomed by Markets 30-03-2023 21:32 Read
Email of the day on the Autonomies fund 30-03-2023 21:30 Read
Video commentary for March 29th 2023 29-03-2023 21:28 Read
Autonomies reweight 29-03-2023 19:58 Read
Rivian Tops Tesla Gains In Premarket Trading: What's Powering EV Stock Higher? 29-03-2023 19:56 Read
White Sugar Rises for Third Day on Lackluster Thai, India Crops 29-03-2023 19:52 Read
Video Commentary for March 28th 2023 28-03-2023 22:34 Read
Logic, Magic, And the Outlook For Retail Stocks 28-03-2023 22:31 Read
Sweden Wrestles With an Economic Crisis Built at Home 28-03-2023 22:27 Read
Santander launches a blockchain-based foreign exchange service that uses Ripple's technology 28-03-2023 22:25 Read
Video commentary for March 27th 2023 27-03-2023 21:39 Read
Banking Crisis Raises Concerns About Hidden Leverage in System 27-03-2023 20:47 Read
Binance, CEO Sued by US Derivatives Watchdog for Violations 27-03-2023 20:38 Read
EU Moves Toward Zero-Emissions Cars After German Deal on E-Fuels 27-03-2023 20:36 Read
Big Picture Long-Term video March 24th 2023 24-03-2023 19:54 Read
Yellen to chair financial stability council meeting as bank worries persist 24-03-2023 19:53 Read
Email of the day on getting the bad news out on a Friday 24-03-2023 19:51 Read
Short Sellers Step Up Bets Against Office Owners on Bank Turmoil 24-03-2023 19:49 Read
Political moves heat up as Indonesian parties hunt for presidential, vice-presidential candidates 24-03-2023 19:48 Read
Video commentary for March 23rd 2023 23-03-2023 21:11 Read
Private Lenders See Bank Woes Pushing Borrowers to Direct Loans 23-03-2023 19:56 Read
Tencent Surges After China Ad Rebound Helps It Resume Growth 23-03-2023 19:53 Read
Why the French Are Angry About a Plan to Retire at 64 23-03-2023 19:50 Read
Video commentary for March 22nd 2023 22-03-2023 21:13 Read
Powell Stresses Commitment to Cooling Prices as Fed Hikes Rates 22-03-2023 20:45 Read
GICS Change Adds Growth to Financials 22-03-2023 20:38 Read
Scorching UK Inflation Tears Up the Case for BOE to Pause Hikes 22-03-2023 20:36 Read
Eoin personal portfolio: stock market short reopened 22-03-2023 00:18 Read
Video commentary for March 21st 2023 21-03-2023 21:58 Read
Email of the day on secular change and the Autonomies 21-03-2023 21:53 Read
Email of the day on investing in bitcoin 21-03-2023 21:45 Read
Video commentary for March 20th 2023 20-03-2023 22:24 Read
This Is Not QE; Focus on the Fundamentals 20-03-2023 19:28 Read
Contagion Risk Spreads as CDS Market Puts Focus on Deutsche Bank 20-03-2023 19:21 Read
Email of the day on who takes the hit 20-03-2023 19:17 Read
Eoin's personal portfolio: stock market short profit taken March 13th 2023 20-03-2023 02:18 Read
Big Picture Long-Term video March 17th 2023 17-03-2023 21:14 Read
Banks Rush to Backstop Liquidity With $165 Billion From Fed 17-03-2023 21:03 Read
Email of the day on refilling the US Strategic Petroleum Reserve: 17-03-2023 20:58 Read
Volkswagen Joins China Price War With Discounts on Full Lineup 17-03-2023 20:55 Read
Video commentary for March 16th 2023 16-03-2023 20:50 Read
Credit Suisse Default Swaps Widen, Bonds Sink as Optimism Fades 16-03-2023 20:45 Read
ECB Feared That Ditching Half-Point Hike Might Panic Investors 16-03-2023 20:42 Read
Chip Globalization Is Over and Sanctions Work, Says TSMC Founder 16-03-2023 20:40 Read
Video commentary for March 15th 2023 15-03-2023 20:46 Read
Credit Suisse Needs Capital Raise or Breakup, Morningstar Says 15-03-2023 20:38 Read
Budget key points: All you need to know about Jeremy Hunt's spring statement 15-03-2023 20:37 Read
Oil-Options Covering Adds To Market Chaos, Fueling Crude Selloff 15-03-2023 20:34 Read
Video commentary for March 14th 2023 14-03-2023 20:52 Read
Bank of America Has Biggest Losses in Bond Portfolio Among Peers 14-03-2023 20:38 Read
Oil Losses Mount With Ample Supply in Focus Amid Uncertainty 14-03-2023 20:36 Read
Meta to Cut 10,000 Jobs, Slash 5,000 More Vacant Positions 14-03-2023 20:34 Read
The Waluigi Effect (mega-post) 14-03-2023 20:33 Read
Video commentary for March 13th 2023 13-03-2023 20:29 Read
Ackman Says Regional Bank Stocks an 'Incredible Bargain' Now 13-03-2023 20:27 Read
Schwab Tumbles Most Ever as Firm Seeks to Calm Investors 13-03-2023 20:22 Read
Takes Aim at Illumina Over Grail Deal 13-03-2023 20:19 Read
Big Picture Long-Term video March 10th 2023 10-03-2023 22:18 Read
SVB in Talks to Sell Itself After Capital Raise Fails, CNBC Says 10-03-2023 22:14 Read
GS Tactical Flow-of-Funds 10-03-2023 22:06 Read
Email of the day on basic military equipment 10-03-2023 22:04 Read
Eoin's personal portfolio: stock market index short initiated February 7th 2023 10-03-2023 00:59 Read
Video commentary for March 9th 2023 09-03-2023 20:01 Read
SVB Plunges Most Since 1998 on Stock Offering, Securities Sales 09-03-2023 19:18 Read
Taiwan suspects Chinese ships cut islands' internet cables 09-03-2023 19:15 Read
US probes Tesla Autopilot, steering wheels that can come off 09-03-2023 19:11 Read
Video commentary for March 8th 2023 08-03-2023 21:32 Read
Email of the day on long-term electricity prices 08-03-2023 20:33 Read
Brazil May Speed Up Rate Cut as Credit Worsens: Ex-BCB Director 08-03-2023 20:31 Read
Wheat Swings as Traders Weigh Ukraine Talks and Supply Outlook 08-03-2023 20:29 Read
Video commentary for March 7th 2023 07-03-2023 22:28 Read
Powell Opens Door to Bigger Rate Hike, Says Peak Likely Higher 07-03-2023 22:14 Read
Perth Mint sold diluted gold to China, got caught, and tried to cover it up 07-03-2023 22:03 Read
Email of the day on carbon emission trading 07-03-2023 22:01 Read
Video commentary for March 6th 2023 06-03-2023 22:14 Read
China's Cautious Growth Target Limits Help to World Economy 06-03-2023 22:04 Read
Germany's Sleepy Savings Banks Play Wall Street With LBO Bets 06-03-2023 22:02 Read
JPMorgan Is in Direct Lending for the 'Long Run' 06-03-2023 21:59 Read
Eoin' personal portfolioin-the-money stop triggered in commodity position 06-03-2023 21:57 Read
Big Picture Long-Term video March 3rd 2023 03-03-2023 23:16 Read
Clueless Wall Street Is Racing to Size Up Zero-Day Options Boom 03-03-2023 23:15 Read
Shell CEO Says Cutting Oil and Gas Production Is Not Healthy 03-03-2023 23:13 Read
Silvergate Exodus Worsens After Bank Questions Own Survival 03-03-2023 23:11 Read
Eoin's personal portfolio: commodity long initiated and stock option long initiated February 14th 2023 03-03-2023 01:28 Read
Video commentary for March 2nd 2023 02-03-2023 23:21 Read
Tesla Shares Drop After Investor Day Without Any New Models 02-03-2023 23:17 Read
First Solar Shares Surge to 14-Year High as Order Backlog Swells 02-03-2023 23:14 Read
Flying recovery proves a tailwind for new Rolls-Royce boss's turnaround 02-03-2023 23:13 Read
Video commentary for March 1st 2023 01-03-2023 21:52 Read
Email of the day on precious metals and buying Ukrainian stocks 01-03-2023 21:48 Read
Chinese Markets Roar Back on Upbeat Data Ahead of Congress 01-03-2023 21:43 Read

February 2023

Title Release date Read
Video Commentary for February 28th 2023 28-02-2023 22:09 Read
Inflating inflation fears 28-02-2023 22:07 Read
Applied Materials to Challenge ASML's Grip With New Machines 28-02-2023 22:03 Read
China Has a Debt Ceiling Problem of Its Own 28-02-2023 22:01 Read
Video commentary for February 27th 2023 27-02-2023 21:48 Read
Australia Recession Risk Rises as RBA Seen Hiking More Than Fed 27-02-2023 21:42 Read
France Forges Pact to Make Nuclear Part of EU Clean Energy Shift 27-02-2023 21:40 Read
Why Unprofitable Stocks Make The IBD 50; Here's How 4 Earn Their Place 27-02-2023 21:37 Read
Big Picture Long-Term video February 24th 2023 24-02-2023 22:38 Read
Here's what you need to know about the fight over property tax cuts in the Texas Legislature 24-02-2023 22:34 Read
Pimco-Owned Office Landlord Defaults on $1.7 Billion Mortgage 24-02-2023 22:31 Read
Brexit Deal Hopes Rise as Sunak Set for Weekend Crunch Talks 24-02-2023 22:27 Read
Video commentary for February 23rd 2023 23-02-2023 23:14 Read
Email of the day on climate change and whether it is already too late 23-02-2023 23:06 Read
Salad Shortages on UK Shelves Spark Brexit Blame Game 23-02-2023 21:59 Read
AI Mania Propels Nvidia Value by Nearly $220 Billion This Year 23-02-2023 21:56 Read
Video commentary for February 22nd 2023 22-02-2023 21:38 Read
Apple Makes Headway in Secret Bid to Track Glucose on Watch 22-02-2023 21:33 Read
Email of the day on long bond positions as yields rise 22-02-2023 21:31 Read
European Gas Reaches Tipping Point to Price Out Coal in Power 22-02-2023 21:29 Read
Video commentary for February 21st 2023 21-02-2023 21:14 Read
China Tech Giants Tumble Amid Growing Fears of Price Wars 21-02-2023 21:11 Read
Biodiesel and Renewable Diesel: It's All About the Policy 21-02-2023 21:07 Read
US Natural Gas Futures Slump to a 28-Month Low on Warm Weather 21-02-2023 21:04 Read
Video commentary for February 20th 2023 20-02-2023 21:14 Read
Apple Ad Rules Send Internet Economy Into Prolonged 'Recession' 20-02-2023 21:12 Read
Email of the day on charting lithium 20-02-2023 21:10 Read
George Soros on Climate Change, China, Elections 20-02-2023 21:06 Read
Big Picture Long-Term video February 17th 2023 17-02-2023 22:41 Read
Mercedes Cars Become More Elusive After 43% Jump in Prices 17-02-2023 22:37 Read
Star Banker's Disappearance Unnerves China's Business Elite 17-02-2023 22:30 Read
Ukraine is burning through ammunition faster than the US and NATO can produce it. Inside the Pentagon's plan to close the gap 17-02-2023 22:27 Read
Video commentary for February 16th 2023 16-02-2023 21:46 Read
A $6 Trillion Wall of Money Revives Arcane Part of Wall Street 16-02-2023 21:43 Read
U.S. Housing Starts Fell to Pandemic Lows in January 16-02-2023 21:39 Read
Rush Into Meme Stocks, Zero-Day Options Fuels Latest Frenzy in the Wall Street Casino 16-02-2023 21:37 Read
Video commentary for February 15th 2023 15-02-2023 21:14 Read
Britain's Easing Inflation Puts End of BOE Rate Hikes Into Sight 15-02-2023 20:28 Read
Air India made the largest plane order in commercial aviation history 15-02-2023 20:26 Read
How America Took Out The Nord Stream Pipeline 15-02-2023 20:20 Read
Video commentary for February 14th 2023 14-02-2023 21:37 Read
Norfolk Southern Drops as EPA Asks It to Pay for Ohio Cleanup 14-02-2023 21:34 Read
Sentimental Journey 14-02-2023 21:32 Read
Ken Griffin's Citadel Securities Discloses 5.5% Stake in Crypto Bank Silvergate 14-02-2023 21:29 Read
Video commentary for Feburary 13th 2023 13-02-2023 21:15 Read
Chinese-Owned Rival to Shein Makes Splashy Super Bowl Debut 13-02-2023 21:06 Read
US Air Force looks into flying robotic multi-engine jet transports 13-02-2023 21:04 Read
EU Considers Granting Telecoms' Greatest Hopes and Dreams 13-02-2023 21:02 Read
Eoin's personal portfolio: profit taken on precious metal trading position February 2nd 2023 13-02-2023 02:54 Read
Big Picture Long-Term video February 10th 2023 10-02-2023 21:14 Read
Baltic Nations Go LNG Hunting as Prices Fall, Terminal Opens 10-02-2023 21:03 Read
Dash for $10 Trillion of Metals for Energy Transition Starts Now 10-02-2023 21:00 Read
US Consumer Spending Ticks Up Amid Strong Wages, BofA Says 10-02-2023 20:58 Read
Video commentary for February 9th 2023 09-02-2023 21:51 Read
Egypt Back in the IPO Game With Revived Sale Plan 09-02-2023 20:30 Read
In the Struggle for Big Oil's Soul, the American Vision Wins Out 09-02-2023 20:29 Read
Don Mullen Says His Property Fund is the 'Citadel' of US Houses 09-02-2023 20:25 Read
Video commentary for February 8th 2023 08-02-2023 21:00 Read
Brookfield Has $90 Billion for Deals After Big Fundraising Year 08-02-2023 19:22 Read
Turkey Halts Stock Trading for Five Days and Cancels Some Trades 08-02-2023 19:20 Read
Alphabet Falls Most in 3 Months on Chatbot Accuracy Concerns 08-02-2023 19:18 Read
Video commentary for February 7th 2023 07-02-2023 21:12 Read
Jerome Powell Speaks With David Rubenstein 07-02-2023 21:05 Read
Russia Sends More Oil by Sea, But Kremlin's War Chest Pressured 07-02-2023 21:02 Read
Lula-Central Bank Fight Intensifies as Traders Eye Rate Hike 07-02-2023 20:59 Read
Video commentary for February 6th 2023 06-02-2023 22:08 Read
Newmont offers to buy Australia's biggest miner amid gold merger spree 06-02-2023 22:01 Read
Big Ideas 2023 06-02-2023 21:55 Read
What the War in Ukraine Says About Deterring China 06-02-2023 21:53 Read
Big Picture Long-Term video February 3rd 2023 03-02-2023 23:58 Read
Shell Isn't Looking for Big Deals as Debt Shrinks, Profits Soar 03-02-2023 22:46 Read
Email of the day on scanning for prospective funds 03-02-2023 22:39 Read
Apple Rebounds as Investors Look Past Sluggish Holiday Quarter 03-02-2023 22:37 Read
Dollar Soars After Jobs Surprise Reignites Higher Rates Bets 03-02-2023 22:32 Read
Video commentary for February 2nd 2023 02-02-2023 22:18 Read
Is this time different? 02-02-2023 22:09 Read
ECB Hikes by Half-Point and Signals Same Again in March 02-02-2023 22:07 Read
Oil's Pipe Dream 02-02-2023 21:57 Read
Video commentary for February 1st 2023 01-02-2023 22:04 Read
The January Barometer 01-02-2023 21:53 Read
China's CATL Is Said to Pick Banks for $5 Billion Swiss GDR Sale 01-02-2023 21:52 Read
Adani Stock Crash at $92 Billion as Collateral Worries Grow 01-02-2023 21:51 Read
Eoin's personal portfolio: trading short breakeven stop triggered January 20th 2023 01-02-2023 00:18 Read

January 2023

Title Release date Read
Video commentary for January 31st 2023 31-01-2023 22:04 Read
Email of the day on emerging market potential 31-01-2023 20:46 Read
Europe's 1 Trillion Euro Bond Frenzy Is Reaching New Heights 31-01-2023 20:43 Read
Email of the day on Credit Suisse 31-01-2023 20:38 Read
GM to help Lithium Americas develop Nevada's Thacker Pass mine 31-01-2023 20:36 Read
Video commentary for January 30th 2023 30-01-2023 22:04 Read
Adani Debts Enter Spotlight as Dollar Bond Coupon Deadlines Loom 30-01-2023 20:12 Read
Email of the day on inflation and interest rates hikes 30-01-2023 20:09 Read
Zero-emission Steel Won't Happen Without Trade-offs, Scientists Say 30-01-2023 20:03 Read
Big Picture Long-Term video January 27th 2023 27-01-2023 21:51 Read
Google Tries to Catch Up to Rivals Like OpenAI as They Release Viral Apps 27-01-2023 21:50 Read
The Fed's Preferred Inflation Gauge Cooled...or Did It? 27-01-2023 21:47 Read
Putin Braces for Long War as He Plans New Offensive in Ukraine 27-01-2023 21:28 Read
Video commentary for January 26th 2023 26-01-2023 23:02 Read
Made-in-China Cars Are Primed to Conquer the Global Market 26-01-2023 22:59 Read
Australia's 4Q CPI Gives More Reason to End Hikes in Feb 26-01-2023 22:56 Read
Intel Tumbles After Forecast Suggests Its Comeback Is Far Off 26-01-2023 22:54 Read
Video commentary for January 25th 2023 25-01-2023 21:36 Read
Private Equity's Loved Assets Turn Problem Children in Downturn 25-01-2023 21:31 Read
Morgan Stanley IM Says the Decade of Emerging Markets Has Begun 25-01-2023 21:26 Read
Jeremy Grantham Warns of a 17% Plunge in the S&P 500 This Year 25-01-2023 21:22 Read
Video commentary for January 24th 2023 24-01-2023 22:04 Read
The Future of Uncertainty 24-01-2023 22:02 Read
Germany Set to Allow Poland's Re-Export of Tanks to Ukraine 24-01-2023 21:58 Read
Microsoft beats on earnings as cloud unit shows strong growth 24-01-2023 21:56 Read
Video commentary for January 23rd 2023 23-01-2023 21:53 Read
World Economic Forum Global Risk 23-01-2023 21:47 Read
Giant Fund Buys Up Tesla and Plug Power Stock, Sells GM 23-01-2023 21:43 Read
Goldilocks And The Magic Money Tree 23-01-2023 21:41 Read
Big Picture Long-Term video January 20th 2023 20-01-2023 22:27 Read
Spared in 2020, Debt-Heavy Companies Cede Control to Creditors 20-01-2023 22:21 Read
Strikes Are Bad for the UK Economy? Go Figure 20-01-2023 22:17 Read
Crypto Lending Teeters Near Extinction After Genesis Collapse 20-01-2023 22:15 Read
Video commentary for January 19th 2023 19-01-2023 22:13 Read
Email of the day on volatility and the difference between trading versus investing 19-01-2023 21:56 Read
Nearly 2% of Global Copper Supply at Risk in Peruvian Unrest 19-01-2023 21:52 Read
US Poised for Dutch, Japanese Help on China Chip Crackdown 19-01-2023 21:50 Read
Eoin's personal portfolio: trading long stopped out and reversed, commodity long closed, bond investment position increased January 18th 2023. 19-01-2023 20:44 Read
Video commentary for January 18th 2023 18-01-2023 21:55 Read
Bain Veteran Says 20% Private Equity Returns Have Decades to Run 18-01-2023 20:52 Read
Saudi Arabia Says Days of Unconditional Foreign Aid Are Now Ove 18-01-2023 20:49 Read
BOJ Jolts Financial Markets But Risk of a Bigger Shock Remains 18-01-2023 20:46 Read
Video commentary for January 17th 2023 17-01-2023 00:24 Read
Email of the day on the US debt ceiling 17-01-2023 00:21 Read
Email of the day on rare earth metals 17-01-2023 00:16 Read
Email of the day on lumber 17-01-2023 00:05 Read
Eoin's personal portfolio: trading long stop raised. 17-01-2023 00:01 Read
Video commentary for January 16th 2023 16-01-2023 22:12 Read
Rupiah Rallies to Lead EM Currencies Higher on Slower Rate Bets 16-01-2023 19:14 Read
BOJ Opens 'Pandora's Box' for Traders on Alert for Another Shock 16-01-2023 19:12 Read
Sunak Plans to Strengthen Anti-Protest Laws With Police Powers 16-01-2023 19:10 Read
Big Picture Long-Term Video for January 13th 2023 14-01-2023 01:46 Read
Futures Minerals Forum Update Part 2 14-01-2023 01:36 Read
Eoin's personal portfolio: cash rolled, investment positions opened, trading positions opened and short profits taken January 6th 2023 13-01-2023 00:34 Read
Video commentary for January 12th 2023 12-01-2023 19:06 Read
Egypt Inflation Exceeds 21% in Spreading Devaluation Fallout 12-01-2023 18:10 Read
Fed on Track for Rate-Hike Downshift After Cool Inflation Data 12-01-2023 18:06 Read
Saudi Arabia Says $3 Billion Mining Funds Are Moving Target 12-01-2023 18:03 Read
Travel Schedule - Future Minerals Forum 2023 12-01-2023 00:23 Read
Video commentary for January 11th 2023 11-01-2023 21:38 Read
Future Minerals Forum update 11-01-2023 21:30 Read
Chevron-Booked Ship Laden With Venezuelan Crude Sails to US 11-01-2023 21:27 Read
Video commentary for January 10th 2023 10-01-2023 10:29 Read
Russia to Try to Limit Oil Discounts With Market Principles 10-01-2023 10:26 Read
War & Peace 10-01-2023 10:22 Read
Who is the Mystery Gold Buyer? 10-01-2023 10:18 Read
Video commentary for January 9th 2022 09-01-2023 19:09 Read
AI and the Big Five 09-01-2023 19:06 Read
Base Metals Jump as Low Stocks Compound China Reopening Optimism 09-01-2023 19:04 Read
Brazil Asset Selloff on Protests Likely Short-Lived, Citi Says 09-01-2023 19:02 Read
Big Picture Long-Term video January 6th 2023 06-01-2023 23:42 Read
Copper and Iron Ore Climb as China May Relax Key Property Rules 06-01-2023 23:37 Read
Wine, Lobsters Could Be Next in China-Australia Trade Thaw 06-01-2023 23:36 Read
Summers Sees 'Tumult' in 2023 With Reckoning for Bond Market 06-01-2023 23:33 Read
Weekend Reading: 2023 forecast reports 06-01-2023 23:30 Read
Video commentary for January 5th 2023 05-01-2023 21:32 Read
Byron and Joe's Ten Surprises of 2023 05-01-2023 21:29 Read
Email of the day on cloud computing 05-01-2023 21:25 Read
Eoin's personal portfolio: stock market index positions closed at profit and shorts opened December 6th 2022 05-01-2023 00:08 Read
Video commentary for January 4th 2022 04-01-2023 21:14 Read
China Markets Start 2023 With a Bang as Policy Shift Hastens 04-01-2023 20:14 Read
Oil's New Year Slump Deepens Below $75 as China Concerns Grow 04-01-2023 20:11 Read
Mining Stocks Rally as Gold Advances to Highest Level Since June 04-01-2023 20:09 Read
Email of the day on spread-betting companies: 04-01-2023 20:08 Read
Video commentary for January 3rd 2023 03-01-2023 21:58 Read
IMF's Georgieva Expects Third of World to Suffer Recession 03-01-2023 20:36 Read
How Early Exercise Order Flow Impacts Equity Option Put/Call Ratios 03-01-2023 20:33 Read
War and Currency Statecraft 03-01-2023 20:31 Read

2022 Comment of the day archive

December 2022

Title Release date Read
Holiday Hours 23-12-2022 19:51 Read
Big Picture Long-Term video December 23rd 2022 23-12-2022 19:50 Read
Rising Defaults in Private Credit Seen Cutting Into Fundraising 23-12-2022 19:49 Read
China Is Likely Seeing 1 Million Covid Cases, 5,000 Deaths a Day 23-12-2022 19:46 Read
Brazil's Annual Inflation Eases to Lowest Since March 2021 23-12-2022 19:44 Read
Video commentary for December 22nd 2022 22-12-2022 20:45 Read
'Die Hard' Tower Lacks Christmas Cheer as Debt Deadline Looms 22-12-2022 20:43 Read
Quality, Value or Growth? 22-12-2022 20:41 Read
Tesla Offers $7,500 Discount in Rare Move to Lift Deliveries 22-12-2022 20:39 Read
Video commentary for December 21st 2022 21-12-2022 21:44 Read
Dirty Energy Is the Lone Junk Winner in Credit's Brutal Year 21-12-2022 21:41 Read
China To Correct Past 'Mistaken' Housing Policies 21-12-2022 21:37 Read
Email of the day on the VIX 21-12-2022 21:35 Read
Video commentary for December 20th 2022 20-12-2022 21:59 Read
Bank of Japan Decision Will Affect the World 20-12-2022 21:40 Read
Bitcoin Miner Greenidge Warns of Bankruptcy, Debt Restructuring 20-12-2022 21:37 Read
How private markets became an escape from reality 20-12-2022 21:35 Read
Video commentary for December 19th 2022 19-12-2022 22:39 Read
Email of the day on holding cash 19-12-2022 22:35 Read
National Bank of Canada Neutral On i-80 Gold's Assays From Hilltop Corridor Discovery 19-12-2022 22:32 Read
Yen Traders' Nerves Jangle on Growing Signs of BOJ Hawkish Pivot 19-12-2022 22:30 Read
Big Picture Long-Term video commentary December 16th 2022 16-12-2022 22:12 Read
Is The 2023 Consensus Wrong? 16-12-2022 22:11 Read
Japan Highlights China Challenge in Tougher Security Policy 16-12-2022 22:09 Read
Amazon Signs Deal With Games Workshop for Warhammer 40k Films 16-12-2022 22:07 Read
Video commentary for December 15th 2022 15-12-2022 21:37 Read
Sea Change 15-12-2022 21:35 Read
BOE Says Inflation May Have Peaked as Rates Hit 14-Year High 15-12-2022 21:33 Read
China's Economy Braces for More Turmoil as Covid Wave Spreads 15-12-2022 21:21 Read
Video commentary for December 14th 2022 14-12-2022 21:37 Read
Powell Says Fed Still Has a 'Ways to Go' After Half-Point Hike 14-12-2022 21:33 Read
Moderna, Merck Cancer Vaccine Combination Cuts Deaths in Trial 14-12-2022 21:30 Read
China's Covid Pivot Set to Worsen the Global Energy Crunch 14-12-2022 21:28 Read
Video commentary for December 13th 2022 13-12-2022 21:37 Read
Stocks Pare CPI-Fueled Rally With Fed Set to Hike 13-12-2022 20:07 Read
Collateralised fund obligations: how private equity securitised itself 13-12-2022 20:05 Read
Tesla Stock Is the Cheapest Ever After This Year's 52% Slump 13-12-2022 20:01 Read
MSN Fired Its Human Journalists and Replaced Them With AI That Publishes Fake News About Mermaids and Bigfoot 13-12-2022 19:58 Read
Video commentary for December 12th 2022 12-12-2022 22:06 Read
Felix Zulauf: 'A Decade of Roller Coaster Markets' 12-12-2022 21:59 Read
EU Nears Deal on Landmark Carbon Levy as Trade Tensions Rise 12-12-2022 21:53 Read
Fusion energy breakthrough by US scientists boosts clean power hopes 12-12-2022 21:50 Read
Big Picture Long-Term video December 9th 2022 10-12-2022 02:27 Read
Angry Rebel Farmers Have Become the World's Latest Climate Enemy 10-12-2022 02:23 Read
Turquoise Hill Holders Endorse Rio Tinto $3.1 Billion Deal 10-12-2022 02:20 Read
Here's What We Know So Far About Amgen's Obesity Drug As It Trails Novo Nordisk, Eli Lilly 10-12-2022 02:16 Read
Video commentary for December 8th 2022 08-12-2022 20:39 Read
AI Homework 08-12-2022 20:37 Read
Turkey Tanker Spat Escalates With Millions of Barrels Stuck 08-12-2022 20:34 Read
CATL to Deepen Ties With Honda on Battery Development 08-12-2022 20:31 Read
Video commentary for December 7th 2022 07-12-2022 22:00 Read
China Considers GDP Target of About 5% in Pro-Growth Shift 07-12-2022 21:56 Read
Wall Street Managers Are Learning to Love Treasury Bonds Again 07-12-2022 21:54 Read
India is set to become the first country ever to receive $100 billion a year in remittances 07-12-2022 21:49 Read
Video commentary for December 6th 2022 06-12-2022 22:30 Read
Investors Overseeing $5 Trillion Are Betting That an Economic Recession Can Be Avoided 06-12-2022 22:24 Read
US Crude Output Set to Tap Record in 2023 Amid Rising Rigs 06-12-2022 22:17 Read
Amazon set to fire 20,000 employees, including top managers 06-12-2022 22:06 Read
Email of the day on video playback issues 06-12-2022 22:02 Read
Correction 05-12-2022 21:41 Read
Video commentary for December 5th 2022 05-12-2022 21:41 Read
Apollo, Oaktree Test $2.3 Trillion Frontier for Private Credit 05-12-2022 21:38 Read
Musk's Last Laugh With Impossible Electric Truck 05-12-2022 21:35 Read
Amazon's Biggest Revenue Driver AWS Falls Prey To Macro Slowdown 05-12-2022 21:32 Read
Big Picture Long-Term December 2nd 2022 02-12-2022 21:42 Read
Cash as an asset 02-12-2022 20:18 Read
Eoin's personal portfolio: fixed income position opened 02-12-2022 20:15 Read
Housing Tumbles Down Under as Soaring Borrowing Costs Take Toll 02-12-2022 20:14 Read
Cannabis banking bill and retirement package both could actually pass Congress by year's end, analysts say 02-12-2022 20:12 Read
Video commentary for December 1st 2022 01-12-2022 21:43 Read
Gold Climbs to Highest Since August as Inflation Misses Estimate 01-12-2022 21:41 Read
Credit Suisse Slump Takes Shares Near Rights Offer Price 01-12-2022 21:38 Read
US Seeks Halt to Oil-Reserve Sales to Refill Depleted Stockpiles 01-12-2022 21:35 Read
Eoin's personal portfolio: stock market long initiated November 30th 01-12-2022 20:46 Read

November 2022

Title Release date Read
Video commentary for November 30th 2022 30-11-2022 21:56 Read
Email of the day on the big turn: 30-11-2022 20:56 Read
EU Is Hooked on Russia LNG and Paying Billions to Keep It Coming 30-11-2022 20:52 Read
Powell Signals Downshift Likely Next Month, More Hikes to Come 30-11-2022 20:49 Read
Video commentary for November 29th 2022 29-11-2022 21:23 Read
China Uses Police, Censors, Covid Easing to Stem Protests 29-11-2022 20:31 Read
Email of the day on reorienting globalisation 29-11-2022 20:28 Read
India's Free-Market Oasis Aims to Take On Singapore and Dubai 29-11-2022 20:25 Read
Eoin's personal portfolio: hedge short profits taken, trading short losses taken, investment positions initiated November 10th 2022 29-11-2022 00:15 Read
Video commentary for November 28th 2022 28-11-2022 23:17 Read
China Protests Fuel Some Bets for an Earlier Covid Zero Exit 28-11-2022 10:14 Read
Chiang Kai-shek's Great-Grandson Claims Key Taiwan Poll Win 28-11-2022 10:09 Read
Mark Mobius Sees Bitcoin Down at $10,000 in 'Dangerous' Crypto Market 28-11-2022 10:07 Read
Video commentary for November 25th 2022 25-11-2022 23:15 Read
J.P.Morgan sees global bond yields dipping in 2023 25-11-2022 23:12 Read
HSBC Gold Special 25-11-2022 23:03 Read
World's Best Shot at Fusion Power Shows Cracks in Silver Lining 25-11-2022 22:57 Read
Video commentary for November 24th 2022 24-11-2022 23:01 Read
ICBC Leads State Banks to Offer $129 Billion to China Builders 24-11-2022 22:17 Read
Gold Gains After Fed Officials Back Slower Interest-Rate Hikes 24-11-2022 22:13 Read
Equinor Says EU Price Cap Unlikely to Limit Natural Gas Exports 24-11-2022 22:09 Read
Video commentary for November 23rd 2022 23-11-2022 22:18 Read
US Business Activity Contracts for a Fifth-Straight Month 23-11-2022 22:09 Read
Oil Sinks as EU Discusses a Softer Russian Price Cap at $65-$70 23-11-2022 22:07 Read
Violent Protests Erupt at Apple's Main IPhone Plant in China 23-11-2022 22:02 Read
Video commentary for November 22nd 2022 22-11-2022 00:16 Read
Feedback on Our Tactical Views and 2023 Outlook 22-11-2022 00:12 Read
Inside a Crypto Nemesis' Campaign to Rein In the Industry 22-11-2022 00:05 Read
Housing Hotbed Offers Rest of World a Correction-or-Crash Test 22-11-2022 00:02 Read
Video commentary for November 21st 2022 21-11-2022 23:04 Read
Saudis Deny Report of Discussion About OPEC+ Oil-Output Hike 21-11-2022 23:01 Read
Gold, Copper Slip as Traders Favor Dollar on China Covid Worries Bloomberg 21-11-2022 22:58 Read
2023 Outlook: Bear with it 21-11-2022 22:56 Read
Big Picture Long-Term Video for November 18th 2022 18-11-2022 21:34 Read
Euro-Zone Banks Return 296 Billion in Cheap ECB Funding 18-11-2022 20:40 Read
Old Tankers Get a Second Life at Russian Ports as Sanctions Near 18-11-2022 20:30 Read
FTX Latest: Bitcoin Weathers Gloom; Bankman-Fried Faces Grilling 18-11-2022 19:57 Read
The Chart Seminar London November 21st and 22nd 2022 18-11-2022 00:33 Read
Video commentary for November 17th 2022 17-11-2022 21:43 Read
Autumn Statement: What the UK's New Budget Means for Your Money 17-11-2022 20:43 Read
LNG Is Proving a Pricey Alternative to Russian Gas Supplies 17-11-2022 20:40 Read
China Asks Banks to Report on Liquidity After Bond Slump 17-11-2022 20:38 Read
Video commentary for November 16th 2022 16-11-2022 22:17 Read
How Conditions Today Compare to Past Equity Market Bottoms 16-11-2022 19:53 Read
Vietnam strengthens local stock market following strong fluctuations 16-11-2022 19:50 Read
Investor-Darling Brazil Faces Key Test as Lula Optimism Dims 16-11-2022 19:48 Read
Video commentary for November 15th 2022 15-11-2022 20:53 Read
Email of the day on bond investing: 15-11-2022 20:47 Read
Xi's Crackdowns Drive Chinese Billionaires to Booming Singapore 15-11-2022 20:44 Read
British Families Are Being Hit by Stealth Taxes 15-11-2022 20:41 Read
Video commentary for November 14th 2022 14-11-2022 21:47 Read
Cryptocurrencies Stem Losses on Binance's Recovery Fund Plan 14-11-2022 21:43 Read
Email of the day on Chinese property developer US Dollar bonds 14-11-2022 21:41 Read
The Age of Social Media Is Ending 14-11-2022 21:37 Read
Big Picture Long-Term Video for November 11th 2022 11-11-2022 22:29 Read
Euphoria Sweeps China Stocks as Signs of Covid Zero Pivot Emerge 11-11-2022 22:27 Read
Binance Reserves Show Almost Half of Holdings Are Its Own Tokens 11-11-2022 22:24 Read
ASML Shrugs Off China Chip Curbs Amid Strong Demand Elsewhere 11-11-2022 22:22 Read
Video commentary for November 10th 2022 10-11-2022 21:19 Read
US Inflation Finally Offers Relief, But There's a Long Way to Go 10-11-2022 21:17 Read
Treasury Yields Plunge as Traders Run With 'Good News' on CPI 10-11-2022 21:13 Read
IBM releases Osprey, the world's most powerful quantum computer 10-11-2022 21:06 Read
Video commentary for November 9th 2022 09-11-2022 22:34 Read
Lucid Stock Is Falling as Reservations for Cars Drop 09-11-2022 20:22 Read
Jeffrey Gundlach with David Rosenberg 10-11-22 Podcast 09-11-2022 20:21 Read
NHS Nurses Vote for Biggest Strike in Over a Century Over Pay 09-11-2022 20:13 Read
Eoin's personal portfolio: commodity long initiated and investment position increased 09-11-2022 00:32 Read
Video commentary for November 8th 2022 08-11-2022 21:33 Read
Gold Hits One-Month High as Dollar Slide Brings in Fresh Buying 08-11-2022 21:25 Read
401(k) Plans Now Let Workers Put Retirement Money Into Cryptocurrency 08-11-2022 20:27 Read
JPMorgan, Citigroup Maintaining Some Russia Ties Due To U.S. Government Instructions 08-11-2022 20:25 Read
Video commentary for November 7th 2022 07-11-2022 21:17 Read
Billions in Capital Calls Threaten Forced Sales of Stocks, Bonds 07-11-2022 21:14 Read
Debt Limit Will Complicate Bill Supply Normalization, BofA Says 07-11-2022 21:12 Read
China reopening playbook 07-11-2022 21:09 Read
Big Picture Long-Term video November 4th 2022 04-11-2022 21:38 Read
China Said to Prepare Plan to End Covid Flight Suspensions 04-11-2022 21:36 Read
Bond king Jeffrey Gundlach says any year-end stock market rally is going to be derailed by intense tax-loss selling 04-11-2022 21:30 Read
The Metals for Your EV Are Stuck in a 30-Mile Traffic Jam 04-11-2022 21:28 Read
Video Commentary for November 3rd 2022 03-11-2022 22:14 Read
BOE Tells Investors to Rein In Expectations for Rate Hikes 03-11-2022 22:11 Read
Why This Is India's Decade 03-11-2022 22:06 Read
Brazil Has So Much Fertilizer That Cargo Is Being Rerouted 03-11-2022 20:45 Read
Eoin's personal portfolio: stock market index shorts reopened November 2nd 03-11-2022 19:50 Read
Video commentary for November 2nd 2022 02-11-2022 21:37 Read
Wall Street Sees 'Devil's Bargain' in Powell's Rate Comments 02-11-2022 19:58 Read
Central banks haven't bought this much gold since 1967 02-11-2022 19:48 Read
NASCAR driver stuns racing world with a move learned from Nintendo GameCube 02-11-2022 19:44 Read
Video commentary for November 1st 2022 01-11-2022 20:49 Read
Brazil Markets Rally on Signs of Peaceful Transition of Power 01-11-2022 19:04 Read
China's Last Offshore Property Bond Havens Are Crumbling 01-11-2022 19:01 Read
US Job Openings Post Surprise Increase, Keeping Pressure on Fed 01-11-2022 18:52 Read
Email of the day on institutional versus retail volume 01-11-2022 18:50 Read
Eoin's personal portfolio: breakeven stop triggered on stock market index short October 28th 01-11-2022 00:14 Read

October 2022

Title Release date Read
Video commentary for October 31st 2022 31-10-2022 20:40 Read
GameStop, Getty Images Surge as Meme and De-SPAC Frenzy Returns 31-10-2022 19:43 Read
Wheat Surges as Russia Warns on Ship Safety After Ditching Deal 31-10-2022 19:40 Read
China's Inward Turn 31-10-2022 19:38 Read
Big Picture Long-Term video October 28th 2022 28-10-2022 20:29 Read
Email of the day on the rationale for China's COVID-zero 28-10-2022 20:28 Read
Yen Weakens as BOJ Sticks With Ultra-Low Rates Policy Path 28-10-2022 20:26 Read
Gilead, fueled by latest approval, sees CAR-T sales takes off 28-10-2022 20:24 Read
Video commentary for October 27th 2022 27-10-2022 21:41 Read
Meta Plummets as Capex Plans Spur Downgrades 27-10-2022 21:08 Read
Tesla, Ford and VW Sound the Death Knell for Driverless Car Hype 27-10-2022 21:00 Read
Shell Hasn't Been Paying UK Windfall Tax as Profits Double 27-10-2022 20:57 Read
Eoin's personal portfolio: stock market index short initiated October 26th 27-10-2022 00:13 Read
Video commentary for October 26th 2022 26-10-2022 21:45 Read
Fed's Yield-Curve Barometer Starts Flashing Recession Risk 26-10-2022 21:19 Read
Tech's Big Day Tarnished as Microsoft, Google, TI Disappoint 26-10-2022 21:16 Read
Copper Buyers Want Longer-Term Deals on Supply Concerns, Codelco Says 26-10-2022 21:12 Read
Eoin's personal portfolio: profit taken on Index short October 13th 26-10-2022 00:42 Read
Video commentary for October 25th 2022 25-10-2022 20:34 Read
How We Think About Recession Risk 25-10-2022 17:19 Read
Mexico's Economy Surprises With Fastest Expansion in Over a Year 25-10-2022 17:10 Read
GM Rides Full-Size Pickups, Luxury SUVs to Big Earnings Beat 25-10-2022 17:07 Read
October 24th 2022 24-10-2022 22:04 Read
BOE Says Markets 'Remain Febrile' But UK Regaining Credibility 24-10-2022 20:20 Read
China's Plunging Market Has Become a High-Risk Bet on Xi Jinping 24-10-2022 20:16 Read
Texas Natural Gas Prices Drop Toward Zero as Supplies Boom 24-10-2022 20:14 Read
Video commentary for October 21st 2022 21-10-2022 23:36 Read
Sluggish CLO Markets Hit by Departure of Major Japanese Investor 21-10-2022 23:33 Read
Swiss Banks Seek Most Dollars Since 2008 in Bid for Easy Profit 21-10-2022 23:30 Read
'Strikingly Tight' Copper Market Belies Price Drop, Miner Says 21-10-2022 23:28 Read
Video commentary for October 20th 2022 20-10-2022 21:40 Read
Stocks Pare Gains Amid Hawkish Fedspeak, Earnings 20-10-2022 21:36 Read
Indonesia Raises Key Rate by Half-Point Again to Aid Rupiah 20-10-2022 21:31 Read
Lula Losing Brazil' Biggest State Forces Urgent Campaign Rejig 20-10-2022 21:26 Read
Video commentary for October 19th 2022 19-10-2022 21:50 Read
Battered Safe Credit Is Now a 'Screaming Buy' After Yield Jump 19-10-2022 21:27 Read
FBI misled judge who signed warrant for Beverly Hills seizure of $86 million in cash 19-10-2022 21:24 Read
Work From Home And The Office Real Estate Apocalypse 19-10-2022 21:22 Read
Video commentary for October 18th 2022 18-10-2022 21:43 Read
Guide to the Markets Australia 18-10-2022 19:24 Read
White House to Tap Oil Reserve Again Amid High Fuel Prices 18-10-2022 19:22 Read
Intel Slashes Mobileye IPO Valuation Again to $16 Billion 18-10-2022 19:20 Read
Video commentary for October 17th 2022 17-10-2022 21:50 Read
Mini-Budget Torched, Now Hunt Must Balance the Books 17-10-2022 21:46 Read
Email of the day on name changes and courier services 17-10-2022 21:43 Read
China Seeks to Boost Stock Market as Xi Speech Disappoints 17-10-2022 21:40 Read
Big Picture Long-Term Video October 14th 2022 14-10-2022 22:43 Read
Champagne Flows at Pension Gathering in Midst of a UK Crisis 14-10-2022 22:34 Read
First Tesla 4680 battery teardowns reveal it is not all that revolutionary at the moment 14-10-2022 22:32 Read
Oil prices rise 2% on low diesel stocks ahead of winter 14-10-2022 22:29 Read
Video commentary for October 13th 2022 13-10-2022 22:24 Read
ECB's Wunsch Wouldn't Be Surprised If Rates Exceed 3%: CNBC 13-10-2022 21:43 Read
Truss Prepares to Abandon Key Tax Cuts Following Market Turmoil 13-10-2022 21:41 Read
Hong Kong Buys HK$11.697 Billion to Defend Currency Peg System 13-10-2022 21:39 Read
Video commentary for October 12th 2022 12-10-2022 21:55 Read
UK 30-Year Yield Tops 5%, Pound Jumps as Confusion Grips Market 12-10-2022 20:58 Read
FOMC Minutes for September Meeting 12-10-2022 20:55 Read
Putin Says All Infrastructure at Risk After Nord Stream Hit 12-10-2022 20:53 Read
Eoin's personal portfolio: precious metals loss taken September 23rd 2022 12-10-2022 00:25 Read
Video commentary for October 11th 2022 11-10-2022 20:01 Read
Email of the day on annuity pensions 11-10-2022 18:33 Read
Social Security COLA update coming this week - and it could be huge 11-10-2022 18:31 Read
Discovering novel algorithms with AlphaTensor 11-10-2022 18:28 Read
China Shows Off Drone That Drops Robodog With Huge Gun Anywhere 11-10-2022 18:26 Read
Video commentary for October 10th 2022 10-10-2022 10:45 Read
Email of the day - on synthetic biology 10-10-2022 10:32 Read
Taiwan Tensions Spark New Round of US War-Gaming on Risk to TSMC 10-10-2022 10:27 Read
Was That The Whale? 10-10-2022 10:23 Read
Email of the day - on an online version of The Chart Seminar 10-10-2022 10:20 Read
October 10th 2022 10-10-2022 00:06 Read
Big Picture Long-Term Video October 7th 2022 08-10-2022 00:27 Read
The Great Progression 2025-2050 08-10-2022 00:22 Read
Malaysia LNG declares force majeure on supply to customers -Mitsubishi 08-10-2022 00:19 Read
Email of the day on pension troubles 08-10-2022 00:17 Read
Overwatch 2 launch brings big hopes and woes for Activision Blizzard and OWL 08-10-2022 00:14 Read
Video commentary for October 6th 2022 06-10-2022 22:11 Read
PGIM Sees No-Brainer in Betting Against Another Fed Pivot Trade 06-10-2022 21:50 Read
LNG Market Supply to Remain Tight for Years, Top Producers Say 06-10-2022 21:45 Read
Thyssenkrupp may have just cleared the path to bulk green steelmaking 06-10-2022 21:43 Read
Tilray, Other Marijuana Stocks Rise After Biden Says He Will Pardon Federal Offenses of Simple Possession 06-10-2022 21:41 Read
Video commentary for October 5th 2022 05-10-2022 21:50 Read
KKR's Debt Deal Shows How Ugly Things Are Getting for Lenders 05-10-2022 20:31 Read
OPEC+ Tries to Keep Oil Above $90 With Large Production Cut 05-10-2022 20:29 Read
Ice Age - End In Sight 05-10-2022 20:21 Read
Video commentary for October 4th 2022 04-10-2022 21:20 Read
Email of the day on looking at lots of charts 04-10-2022 21:07 Read
The Freeport LNG Paradox 04-10-2022 21:05 Read
UK Seeks 20-Year Gas Deal With Norway to Avoid Winter Blackouts 04-10-2022 21:00 Read
Video commentary for October 3rd 2022 03-10-2022 21:41 Read
Some of Truss's Top Team Say Her UK Project May Already Be Over 03-10-2022 20:49 Read
Brazilian Assets Soar as Presidential Race Goes to Runoff 03-10-2022 20:47 Read
JPMorgan Is Worried About Who's Going to Buy All the Bonds 03-10-2022 20:45 Read
China Offers Rare Tax Rebate to Spur Home Purchase in Crisis 03-10-2022 20:39 Read

September 2022

Title Release date Read
Big Picture Long-Term Video September 30th 2022 30-09-2022 22:09 Read
CIOs Waiting for Cloud Investments to Pay Off 30-09-2022 22:08 Read
Message From Stock Market Is Clear: Fed Put Is Getting Closer 30-09-2022 22:06 Read
Illumina Unveils DNA Sequencing Machine Delivering a $200 Genome 30-09-2022 22:04 Read
Video commentary for September 29th 2022 29-09-2022 21:39 Read
Email of the day on UK pension fund leverage 29-09-2022 20:39 Read
Have we entered the final crisis of the Euro? 29-09-2022 20:32 Read
CarMax's Huge Earnings Miss Sends Warning Signal on US Consumer 29-09-2022 20:29 Read
Video commentary for September 28th 2022 28-09-2022 22:07 Read
Email of the day on the Bank of England's support action 28-09-2022 21:12 Read
Biogen, Eisai Surge as Alzheimer's Drug Shows Promise in Trial 28-09-2022 21:09 Read
Fertilizer Maker Mosaic Says Some Florida Sites Evacuated 28-09-2022 20:53 Read
Video commentary for September 27th 2022 27-09-2022 22:48 Read
House Sales Collapse as UK Lenders Withdraw Mortgage Offers 27-09-2022 22:46 Read
Putin Raises Gas Pressure as He Moves to Annex Ukraine Regions 27-09-2022 22:44 Read
Bitcoin Turns Lower as US Stock Selloff Extends Into Sixth Day 27-09-2022 22:42 Read
Video commentary for September 26th 2022 26-09-2022 21:32 Read
Email of the day on batteries and the challenge of commodity supply 26-09-2022 21:22 Read
Email of the day on Apple's ability to outperform 26-09-2022 21:15 Read
Keep Calm and Carry On? 26-09-2022 21:13 Read
Big Picture Long-Term video commentary for September 23rd 2022 23-09-2022 22:32 Read
UK's Biggest Tax Cuts Since 1972 Trigger Crash in Pound, Bonds 23-09-2022 22:31 Read
Brookfield plans 12-16 gigawatts of India renewables over next decade 23-09-2022 22:28 Read
Email of the day on attending The Chart Seminar: 23-09-2022 22:26 Read
Video commentary for September 22nd 2022 22-09-2022 21:16 Read
Japan Intervenes to Support Yen for the First Time Since 1998 22-09-2022 21:07 Read
Unless Rents Rise, Housing Is Set Up for an Epic Crash 22-09-2022 21:05 Read
Email of the day on elevated valuations: 22-09-2022 21:02 Read
Eoin's personal portfolio: stock market index short opened August 11th 2022 22-09-2022 00:38 Read
Video commentary for September 21st 2022 21-09-2022 22:29 Read
Unspoken Rules 21-09-2022 22:20 Read
OPEC, SPR May Make $80 the New $60 for Oil 21-09-2022 22:18 Read
Top Banks Pull Back From China Metal Financing After Crises 21-09-2022 22:15 Read
Video commentary for September 20th 2022 20-09-2022 22:10 Read
Truss Warns of Unpopular Policies as UK May Scrap Bonus Cap 20-09-2022 21:55 Read
Beyond Meat COO Arrested for Biting Man's Nose After College Football Game 20-09-2022 21:53 Read
Email of the day on graphene 20-09-2022 21:49 Read
Video commentary for September 19th 2022 19-09-2022 22:07 Read
Email of the day on global property prices 19-09-2022 22:04 Read
Volta Offers Free EV Charging, With Caveats 19-09-2022 22:02 Read
Tycoon Running a Quarter of China's Copper Trade Is on the Ropes 19-09-2022 22:01 Read
Big Picture Long-Term Video September 16th 2022 16-09-2022 22:37 Read
Germany Tightens Control Over Industry With Russian Oil Grab 16-09-2022 22:34 Read
China's Economy Shows Signs of Recovery as Stimulus Ramps Up 16-09-2022 22:31 Read
What it's like to eat lunch at Mezli, San Francisco's new autonomous robot restaurant 16-09-2022 22:29 Read
Swiss Government Scientist Says We May Be on the Brink of Discovering Alien Life 16-09-2022 22:21 Read
Video commentary for September 15th 2022 15-09-2022 21:57 Read
Global Recession Looms Amid Broadest Tightening in Five Decades 15-09-2022 19:27 Read
Email of the day on preserving purchasing power 15-09-2022 19:25 Read
Email of the day on silver's outperformance 15-09-2022 19:22 Read
Video commentary for September 14th 2022 14-09-2022 22:07 Read
It Starts With Inflation 14-09-2022 22:03 Read
The Future of Copper 14-09-2022 22:00 Read
Eskom on the brink as outages again spiral to record levels 14-09-2022 21:57 Read
Video commentary for September 13th 2022 13-09-2022 22:01 Read
US Inflation Tops Forecasts, Cementing Odds of Big Fed Hike 13-09-2022 21:59 Read
Crop Prices Touch Two-Month High as Food Supply Concerns Mount 13-09-2022 21:56 Read
Gold Slides as Hotter US Inflation Keeps Hawkish Fed on Track 13-09-2022 21:54 Read
Video commentary for September 12th 2022 12-09-2022 22:00 Read
Thoughts from the Road 12-09-2022 21:58 Read
Swedish Nationalist Set to Take His Party From Pariah to Power 12-09-2022 21:54 Read
Bristol-Myers Jumps Most Since 2014 on Psoriasis Drug Nod 12-09-2022 21:52 Read
Big Picture Long-Term video September 9th 2022 09-09-2022 21:43 Read
There's More to the ECB Meeting Than Meets the Eye 09-09-2022 21:41 Read
The Coming Global Crisis of Climate Policy 09-09-2022 21:39 Read
CryptoSlate: Ethereum Merge is 34k blocks away, expected to happen Sept. 14 09-09-2022 21:36 Read
Video commentary for September 8th 2022 08-09-2022 21:52 Read
Queen Elizabeth II dies aged 96: Royal family and nation in mourning - latest news 08-09-2022 20:45 Read
Email of the day on the relationship between inflation and P/E 08-09-2022 20:44 Read
Heavy China platinum imports spur shortages elsewhere, WPIC says 08-09-2022 20:40 Read
GM unveils $30,000 electric SUV that will be one of the cheapest EVs available 08-09-2022 20:38 Read
Video commentary for September 7th 2022 07-09-2022 21:24 Read
Greed & Fear Negative SPX, Sees $130-$150 Oil Price 07-09-2022 20:29 Read
Email of the day on the S&P 500 07-09-2022 20:17 Read
Lululemon stock soars as earnings show company's customers are still visiting its stores in droves and paying full price 07-09-2022 20:13 Read
Video commentary for September 6th 2022 06-09-2022 21:34 Read
How £170 Bln of Energy-Aid Could Upend BOE's Outlook 06-09-2022 21:31 Read
Energy Trading Stressed by Margin Calls of $1.5 Trillion 06-09-2022 21:23 Read
Ethereum Implements Bellatrix Network's Upcoming Paris Upgrade to Trigger The Merge, Validator Block 06-09-2022 21:21 Read
Email of the day on abondoning paper money 06-09-2022 21:16 Read
Video commentary for September 5th 2022 05-09-2022 18:55 Read
New UK Prime Minister 05-09-2022 17:46 Read
Revving Exports to US Keeps India in Race to Be Next China 05-09-2022 17:44 Read
China's Currency Struggles Spell Trouble Across Emerging Markets 05-09-2022 17:42 Read
Big Picture Long-Term video for September 2nd 2022 02-09-2022 21:52 Read
Mortgage Shock Awaits UK Homebuyers After Pandemic Tax Break 02-09-2022 21:38 Read
Billionaire Forrest's Hydrogen Unit to Speed Expansion Plans 02-09-2022 21:37 Read
A Clash of Two Systems 02-09-2022 21:33 Read
We Own It: The Chinese Homeowners Squatting in Unfinished Buildings 02-09-2022 21:32 Read
Video commentary for September 1st 2022 01-09-2022 22:23 Read
Entering The Superbubble's Final Act 01-09-2022 22:11 Read
Email of the day on the impact of quantitative tightening 01-09-2022 22:02 Read
Metals Rout Deepens as China Lockdowns Add to Growth Fears 01-09-2022 22:01 Read

August 2022

Title Release date Read
Video commentary for August 31st 2022 31-08-2022 22:16 Read
GDP Jumps in 2Q, But Masks Sequential Slowdown 31-08-2022 22:10 Read
Email of the day on European electricity prices 31-08-2022 22:05 Read
A substantial stratospheric cooling event is now being observed over the Southern Hemisphere following a massive injection of water vapor 31-08-2022 22:01 Read
Greenland ice melt has already locked in 10 inches of sea level rise 31-08-2022 21:51 Read
Video commentary for August 30th 2022 30-08-2022 22:48 Read
The UKs £12 Billion UK Call May Be About to Jolt Inflation's Path 30-08-2022 21:07 Read
The 2022 euro area supply crisis 30-08-2022 21:02 Read
Copper and Aluminium Pace Metals Retreat on China Lockdown Fears 30-08-2022 20:57 Read
Video commentary for August 29th 2022 29-08-2022 20:36 Read
Iran May Drain Offshore Oil Cache If Nuclear Deal Reached 29-08-2022 20:28 Read
Fed Hits Stocks but the Larger Risk Remains Earnings, Not Rates 29-08-2022 20:26 Read
ECB's Lane Urges 'Steady Pace' of Rate Hikes to Minimize Risks 29-08-2022 20:23 Read
Big Picture Long-Term video August 26th 2022 26-08-2022 22:32 Read
Powell Talks Tough, Says Rates Likely to Stay High for Some Time 26-08-2022 22:15 Read
Email of the day on when gold does best: 26-08-2022 22:12 Read
Truss, Sunak Under Pressure to Clarify UK Energy Bills Support 26-08-2022 22:10 Read
Video commentary for August 25th 2022 25-08-2022 21:13 Read
War and Industrial Policy 25-08-2022 20:32 Read
China Adds 1 Trillion Yuan More of Stimulus to Rescue Growth 25-08-2022 20:21 Read
Peloton Gives Gloomy Forecast in Sign Comeback Is Still Far Off 25-08-2022 20:15 Read
Video commentary for August 24th 2022 24-08-2022 21:43 Read
Heard on the Street: Tesla Rival Finds Its Lane 24-08-2022 21:31 Read
Coffee Lovers Set for Price Pain as Vietnam Reserves Shrink 24-08-2022 21:26 Read
Rechargeable aluminum: The cheap solution to seasonal energy storage? 24-08-2022 21:23 Read
Video commentary for August 23rd 2022 23-08-2022 22:49 Read
Australia's Pensions Suffer Worst Year Since Financial Crisis 23-08-2022 22:46 Read
Saudi Arabia Makes a Push for $100 Oil 23-08-2022 22:42 Read
Brazil Central Bank Sees Slower 2022 Inflation, More Price Falls 23-08-2022 22:38 Read
Video commentary for August 22nd 2022 22-08-2022 20:41 Read
Ruminations on natural gas 22-08-2022 19:29 Read
Hawkish Jackson Hole Surprise Will Pop Credit's Summer Bubble 22-08-2022 19:25 Read
China Seeks to Stabilize Property Crisis as PBOC Urges Lending 22-08-2022 19:22 Read
Big Picture Long-Term Video August 19th 2022 19-08-2022 22:20 Read
Email of the day on getting it wrong: 19-08-2022 22:05 Read
Larry Summers on Inflation and 'the New McCarthyism' 19-08-2022 20:57 Read
Gazprom to Halt Nord Stream Gas Link for Three Days for Works 19-08-2022 20:54 Read
Video commentary for August 18th 2022 18-08-2022 22:53 Read
Email of the day on bear market rallies or a sustainable low 18-08-2022 22:46 Read
Layoffs Are in the Works at Half of Companies, PwC Survey Shows 18-08-2022 22:43 Read
Email of the day on Iran oil and gas supply 18-08-2022 22:41 Read
Video commentary for August 17th 2022 17-08-2022 21:37 Read
There Were Hawkish Bits in the Minutes, Too 17-08-2022 20:50 Read
Largest Bitcoin Miners Lost Over $1 Billion During Crypto Crash 17-08-2022 20:48 Read
UK Inflation Hits Double Digits for the First Time in 40 Years 17-08-2022 20:46 Read
Video commentary for August 16th 2022 16-08-2022 21:28 Read
Email of the day on delisting Chinese shares from the US 16-08-2022 21:24 Read
Zinc Surges as Trafigura-Owned Smelter to Halt Production 16-08-2022 21:21 Read
Carbon Capture Could Get $100 Billion in Credit from US Climate Bill 16-08-2022 21:19 Read
Video commentary for August 15th 2022 15-08-2022 20:54 Read
Beijing Faces 'Liquidity Trap' as Lending Collapses 15-08-2022 20:50 Read
Germany Slaps Levy on Households to Spread Pain of Gas Surge 15-08-2022 20:47 Read
Brazil's Economy Grows More Than Forecast Before Relief Plan 15-08-2022 20:45 Read
Big Picture Long-Term video August 12th 2022 12-08-2022 21:23 Read
Email of the day on the big question 12-08-2022 21:19 Read
How Normal Am I? 12-08-2022 21:14 Read
Illumina Falls Most Since May on Outlook for Demand, Grail Costs 12-08-2022 21:11 Read
Video commentary for August 11th 2022 11-08-2022 22:41 Read
Bond Traders Dismiss Stock-Market Rally as Misguided Euphoria 11-08-2022 22:40 Read
Email of the day on surging electricity prices 11-08-2022 22:38 Read
BHP talk offtakes with OZ Minerals, returns with $8.4b bid 11-08-2022 22:35 Read
Video commentary for August 10th 2022 10-08-2022 20:31 Read
Cooler Inflation Takes Fed's Rate-Hike Size "Down to the Wire" 10-08-2022 20:25 Read
China Orders Surprise Audit of $3 Trillion Trust Industry 10-08-2022 20:21 Read
Global Supply Chains of EV Batteries 10-08-2022 20:19 Read
Eoin's personal portfolio: long dated out of the money put options purchased August 9th 2022 10-08-2022 00:46 Read
Video commentary for August 9th 2022 09-08-2022 23:06 Read
Europe Energy Supply Takes Another Hit as Russia Oil Pipe Halts 09-08-2022 22:58 Read
Micron's Warning Adds to Evidence of Collapsing Chip Demand 09-08-2022 22:55 Read
Recession Watch Spreads as Global Curves Follow Treasuries Trend 09-08-2022 22:52 Read
Video commentary for August 8th 2022 08-08-2022 21:31 Read
Ambani Says Green Push to Outshine Other Reliance Businesses 08-08-2022 21:27 Read
Assessing the Macroeconomic Consequences of the Inflation Reduction Act of 2022 08-08-2022 21:22 Read
Gold Edges Higher With Lower Yields as Traders Eye US Rate Path 08-08-2022 21:19 Read
Eoin's personal portfolio: profits taken on stock market index shorts August 3rd 2022 08-08-2022 21:18 Read
Big Picture Long-Term video for August 5th 2022 05-08-2022 23:32 Read
Treasury Yields Leap as Jobs Data Spur Bets on Bigger Fed Hikes 05-08-2022 23:31 Read
Moller-Maersk delivers 'exceptional' profits and ups share buyback despite weaker demand 05-08-2022 23:26 Read
Email of the day on the difference between spot and futures prices 05-08-2022 23:24 Read
Video commentary for August 4th 2022 04-08-2022 21:13 Read
BOE Gives a Lesson in Honest Central Banking 04-08-2022 20:07 Read
Oil Falls Below $90 for First Time Since War as Demand Slows 04-08-2022 20:00 Read
Hermes Leathers Issue Less Worrying as Other Units Bounce 04-08-2022 19:57 Read
Video commentary for August 3rd 2022 03-08-2022 21:28 Read
Remember QT? It's About to Get a Lot More Interesting 03-08-2022 21:17 Read
An Update from Our CIOs: Transitioning to Stagflation 03-08-2022 21:14 Read
Here Are All the Ways China's Hitting Back Against Pelosi's Trip 03-08-2022 21:12 Read
Video commentary for August 2nd 2022 02-08-2022 21:34 Read
Treasury Yields Surge as Fed Officials Quash Policy Pivot Talk 02-08-2022 21:28 Read
Fertilizer Giants Say Supplies Will Remain Tight Amid War 02-08-2022 21:26 Read
Pelosi's Roundabout Flight to Taiwan Shows China's Long Reach 02-08-2022 21:24 Read
Eoin's personal portfolio: profit taken on commodity short July 29th 02-08-2022 00:27 Read
Video Commentary for August 1st 2022 01-08-2022 23:23 Read
Shale Profits Finally Blossoming After Decade of Steep Losses 01-08-2022 23:19 Read
From Profits to Pay, JPMorgan's Gold Secrets Spill Out in Court 01-08-2022 23:14 Read
India's GDP can grow to $40 trillion if working-age population gets employment: CII report 01-08-2022 23:12 Read

July 2022

Title Release date Read
Big Picture Long-Term Video July 29th 2022 29-07-2022 22:36 Read
Europe's Stellar Growth Is Already Unraveling as Inflation Jumps 29-07-2022 22:35 Read
Truss Sets 2.5% Growth Target for UK, Vows to Review BOE Mandate 29-07-2022 22:33 Read
New US Climate Deal Could Make EVs, Energy Bills Cheaper 29-07-2022 22:31 Read
China Mulls Seizing Builders' Idle Land to Fund Frozen Projects 29-07-2022 22:29 Read
Video commentary for July 28th 2022 28-07-2022 21:09 Read
US Economy Shrinks for a Second Quarter, Fueling Recession Fears 28-07-2022 20:33 Read
Yen Roars Back as Hedge Funds Cut and Run From Big Macro Short 28-07-2022 20:26 Read
Lucapa announces discovery of largest pink diamond in 300 years 28-07-2022 20:20 Read
Email of the day on energy prices 28-07-2022 20:10 Read
Email of the day on fishing 28-07-2022 20:07 Read
Eoin's personal portfolio: leveraged positions in commodities closed July 6th 2022 28-07-2022 00:49 Read
Video commentary for July 27th 2022 27-07-2022 22:09 Read
Morgan Stanley's Slimmon Recommends Bargain Hunting in August 27-07-2022 22:02 Read
The incredible plan for a 170-km-long skyscraper in the Saudi desert 27-07-2022 21:58 Read
Rio Tinto Says Simandou Deal Close After Wrangles Over Railway 27-07-2022 21:56 Read
Email of the day on fishing and mosquitoes 27-07-2022 21:54 Read
Video commentary for July 26th 2022 26-07-2022 17:24 Read
Alaska Trip Report July 2022 26-07-2022 16:42 Read
Morgan Stanley Sees More Fed Hikes While JPMorgan Expects Pivot 26-07-2022 16:20 Read
Diabetes breakthrough restores insulin production using existing drug 26-07-2022 16:18 Read
Video commentary for July 25th 2022 25-07-2022 21:36 Read
Weaker ad landscape, higher regulatory risk expected to weigh on Alphabet's Q2 25-07-2022 09:26 Read
Amazon to Use Rivian Vans as EV Maker Works Toward Delivery Goal 25-07-2022 09:20 Read
The Tension in Japan's Dialed-Up Defense Ambitions 25-07-2022 09:17 Read
Big Picture Long-Term video for July 22nd 2022 22-07-2022 08:04 Read
Confidential: Global Pessimism 22-07-2022 08:01 Read
Gold Gains as Investors Weigh Growth Concerns; Palladium Jumps 22-07-2022 07:56 Read
Capital Outflows From China Sovereign Bonds Just Hit $30 Billion 22-07-2022 07:54 Read
Please Note - I will be in Juneau Alaska for the next few days 21-07-2022 18:51 Read
Video commentary for July 21st 2022 21-07-2022 02:28 Read
'The US Is Not Prepared': Hot Temperatures Stress Rail Systems 21-07-2022 02:20 Read
Tesla's Rally Creates $1 Billion Headache for Its Army of Shorts 21-07-2022 02:14 Read
Lagarde Bids for ECB to Defy History With Third-Time-Lucky Hik 21-07-2022 02:12 Read
Video commentary for July 20th 2022 20-07-2022 18:38 Read
Tech Surge Lifts Stocks Back Into the Green 20-07-2022 17:30 Read
The 'Merge Trade' Has Begun, Experts Say, as Ether Surges and stETH Discount Narrows 20-07-2022 17:28 Read
Canopy Growth Leads Pot Stocks Up Amid Decriminalization Hearing 20-07-2022 17:25 Read
Video commentary for July 19th 2022 19-07-2022 21:37 Read
As Farnborough Air Show Sizzles, Airbus Makes Expo a Slow Burner 19-07-2022 21:31 Read
Stuart Kirk tells FT investors need not worry about climate risk 19-07-2022 21:24 Read
Nancy Pelosi to Visit Taiwan Despite China Warnings, FT Reports 19-07-2022 21:20 Read
Video commentary for July 18th 2022 18-07-2022 21:50 Read
The Colorado River Compact 18-07-2022 21:48 Read
Wall Street Set for New ETF Gold Rush as Single-Stock Era Begins 18-07-2022 21:45 Read
Email of the day on REITs and homebuilders 18-07-2022 21:41 Read
Big Picture Long-Term video July 15th 2022 15-07-2022 22:15 Read
Summers Says Fed 'Let Us Down Quite Badly' and Still Unrealistic 15-07-2022 22:14 Read
Gold: Dividing up our forecast 15-07-2022 22:11 Read
India's Forex Reserves Fall to 15-Month Low as RBI Defends Rupee 15-07-2022 22:09 Read
Video commentary for July 14th 2022 14-07-2022 21:32 Read
Email of the day on electricity costs over the next two years 14-07-2022 20:26 Read
Email of the day on the Fed's balance sheet 14-07-2022 20:06 Read
China Readies $1.1 Trillion to Support Xi's Infrastructure Push 14-07-2022 20:04 Read
Video commentary for July 13th 2022 13-07-2022 22:10 Read
Email of the day on beneficiaries from a recession: 13-07-2022 22:05 Read
Will release of $3B Bitcoin from Mt Gox cause market bottom in August? 13-07-2022 22:03 Read
Chinese Homebuyers Across 22 Cities Refuse to Pay Mortgages 13-07-2022 22:01 Read
Video commentary for July 12th 2022 12-07-2022 22:03 Read
Anger in Shanghai as Covid Return Spurs Fear of New Lockdown 12-07-2022 22:00 Read
Heathrow Asks Airlines to Stop Selling Seats to Ease Chaos 12-07-2022 21:56 Read
A Deeply Inverted Yield Curve Means Credit Is Set to Dry Up Next 12-07-2022 21:53 Read
Video commentary for July 11th 2022 11-07-2022 21:18 Read
Email of the day on imminent recession risk 11-07-2022 20:02 Read
Global Strategy Weekly 11-07-2022 19:57 Read
China Stocks Drop Most in a Month on Covid Flareups, Tech Fines 11-07-2022 19:48 Read
Big Picture Long-Term video July 8th 2022 08-07-2022 21:02 Read
TSMC Expects 30% Sales Rise Despite Global Economic Ructions 08-07-2022 20:42 Read
China Tries to Tamp Down Nationalist Fervor Over Abe Shooting 08-07-2022 20:31 Read
Germany's Habeck Urges Canada to Help Thwart Putin on Gas 08-07-2022 20:26 Read
Video commentary for July 7th 2022 07-07-2022 21:18 Read
China Data Show Economy Shrinking in Challenge to Xi's Target 07-07-2022 19:55 Read
Ruble Halts Longest Series of Losses Since April: Inside Russia 07-07-2022 19:54 Read
Email of the day on volcanos and all-in-sustaining-costs 07-07-2022 19:52 Read
Email of the day on holding gold miners 07-07-2022 19:50 Read
Video commentary for July 6th 2022 06-07-2022 23:19 Read
Boris Johnson fights on but hit by new wave of resignations 06-07-2022 22:26 Read
EU parliament backs labelling gas and nuclear investments as green 06-07-2022 22:22 Read
A Battle of Inflation Versus Recession: Views on US Yield Curve 06-07-2022 22:20 Read
Video commentary for July 5th 2022 05-07-2022 21:58 Read
Euro Tumbles to 20-Year Low, Putting Parity With Dollar in Sight 05-07-2022 21:56 Read
Gold Drops to Six-Month Low as Dollar Surges on Recession Fear 05-07-2022 21:52 Read
Guide to Markets Q3 2022 05-07-2022 21:48 Read
Eoin's personal portfolio: half stock market short position closed at a profit June 30th 2022 04-07-2022 20:39 Read
Video commentary for July 4th 2022 04-07-2022 17:49 Read
Woman given one year to live is now cancer-free after experimental treatment 04-07-2022 17:26 Read
Biden Might Soon Ease Chinese Tariffs, in a Decision Fraught With Policy Tensions 04-07-2022 17:22 Read
Iran Slashes Cost of Its Oil to Compete With Russia in China 04-07-2022 17:20 Read
Big Picture Long-Term video for July 1st 2022 01-07-2022 23:30 Read
US 10-Year Yield Slips Back Below 3% as Recession Fears Grow 01-07-2022 23:29 Read
Aussie Leads Commodity-Currency Selloff as Recession Risk Rises 01-07-2022 23:26 Read
GM Sees Profit Down on Inventory Woes, Reaffirms '22 Outlook 01-07-2022 23:23 Read

June 2022

Title Release date Read
Video commentary for June 30th 2022 30-06-2022 21:42 Read
New York Fed-Backed Yield Curve Is Set to Invert by September 30-06-2022 21:40 Read
Oil at $150 May Be Closer Than You Think 30-06-2022 20:38 Read
Chinese Property Titan Says Housing Market Has Reached Bottom 30-06-2022 20:34 Read
Video commentary for June 29th 2022 29-06-2022 21:49 Read
Lawyers, Guns and Money 29-06-2022 20:43 Read
MicroStrategy Buys $10M Bitcoin in Middle of Crypto's Big Chill 29-06-2022 20:39 Read
Email of the day on real yields 29-06-2022 20:37 Read
Social-Media Companies Face Regulatory Risk in California for Harming Children 29-06-2022 20:36 Read
Eoin's personal portfolio: commodity short initiated, investment position sold June 23rd 2022 29-06-2022 20:23 Read
Video commentary for June 28th 2022 28-06-2022 21:33 Read
Inventory Woes Lead to Another Margin Miss 28-06-2022 21:30 Read
EU Nears Combustion Car Era's End as Italy May Drop Opposition 28-06-2022 21:27 Read
Rupee Has RBI Backstop as $2B of FX Futures Roll Into July 28-06-2022 21:25 Read
Video commentary for June 27th 2022 27-06-2022 22:03 Read
China Stocks Approach Bull Market as Investors Catch Up on Gains 27-06-2022 22:00 Read
Do U Dare to Dream? 27-06-2022 21:57 Read
The Return of Industrial Warfare 27-06-2022 21:51 Read
Big Picture Long-Term video June 24th 2022 24-06-2022 17:37 Read
Markets Are Losing the Anchor of a Generation 24-06-2022 17:36 Read
EV Has a Problem: 90% of the Battery Supply Chain 'Does Not Exist' 24-06-2022 17:33 Read
Permian Basin Facing Pollution Rules That Could Curb Drilling 24-06-2022 17:32 Read
Video Commentary for June 23rd 2022 23-06-2022 21:37 Read
Currency War Breaks Out in a World Short on Fixes for Inflation 23-06-2022 20:31 Read
Germany Warns of Lehman-Like Contagion From Russian Gas Cuts 23-06-2022 20:27 Read
CATL Unveils EV Battery With One-Charge Range of 1,000 Kms 23-06-2022 20:25 Read
Video commentary for June 22nd 2022 22-06-2022 21:20 Read
Biden to Urge Gasoline Tax Pause as Prices Drag on Democrats 22-06-2022 20:09 Read
Powell Says Soft Landing "Very Challenging," Recession Possible 22-06-2022 20:07 Read
Simon Cowell Sings on Stage?! Metaphysic Will Leave You Speechless 22-06-2022 20:04 Read
Eoin's personal portfolio Stock market short increased June 13th 2022 22-06-2022 00:25 Read
Video commentary for June 21st 2022 21-06-2022 22:03 Read
Email of the day on gold and the Dollar 21-06-2022 22:00 Read
Global Food Inflation Gets Reprieve as Wheat and Oilseeds Tumble 21-06-2022 21:56 Read
Chinese Developer Accepts Wheat, Garlic as Payment to Woo Buyers 21-06-2022 21:54 Read
Video commentary for June 20th 2022 20-06-2022 20:01 Read
Germany turns to coal as Russia cuts gas supplies 20-06-2022 19:56 Read
Greenlight Presentation at Sohn Conference 2022 20-06-2022 19:53 Read
UK Confronts 1970s-Style Problems With Strikes and Inflation 20-06-2022 19:46 Read
Big Picture Long-Term video June 17th 2022 17-06-2022 22:09 Read
Biden Takes Swing at Inflation, Signs Law to Cut Shipping Rates 17-06-2022 20:15 Read
Crypto Lender Babel Freezes Withdrawals as Industry Pain Spreads 17-06-2022 20:12 Read
Seagen Surges on Report Merck Eyeing Purchase of Company 17-06-2022 20:09 Read
Video commentary for June 16th 2022 16-06-2022 21:33 Read
Traders Bet Dovish Bank of Japan to Capitulate After Swiss Shock 16-06-2022 21:25 Read
Russia's Gazprom continues cutting natural gas supplies to Europe just as customers try to build up inventories for winter 16-06-2022 21:23 Read
Rheinmetall Unveils New Tank as Arms Demand Set to Surge 16-06-2022 21:21 Read
Video commentary for June 15th 2022 15-06-2022 23:19 Read
Fed Hikes Rates 75 Basis Points, Intensifying Inflation Fight 15-06-2022 23:15 Read
ECB Speeds Up Work on Crisis Tool After Italian Bond Blowout 15-06-2022 23:13 Read
Bitcoin Veterans Know to Keep Their Eyes on the $19,511 Level 15-06-2022 23:09 Read
FDA Approves Historic Alopecia Treatment by Eli Lilly, Incyte 15-06-2022 23:07 Read
Video commentary for June 14th 2022 14-06-2022 21:45 Read
BOJ Ramps Up Yield Control Defense Against Global Debt Rout 14-06-2022 21:27 Read
US Natural Gas Slumps as LNG Plant Shutdown Strands Supplies 14-06-2022 21:25 Read
Email of the day on central bank activity in the gold market 14-06-2022 21:23 Read
Video commentary for June 13th 2022 13-06-2022 22:03 Read
Email of the day on shorting after taking profits 13-06-2022 19:48 Read
Crypto Lender Celsius Stops Withdrawals, Fuels Market Slum 13-06-2022 19:46 Read
Email of the day on moving average calculations 13-06-2022 19:44 Read
Big Picture Long-Term video commentary for June 10th 2022 10-06-2022 23:59 Read
Secular Themes Review and Chart Seminar report June 10th 2022 10-06-2022 23:58 Read
Please note - Return of Service 01-06-2022 23:10 Read
Video commentary for June 1st 2022 01-06-2022 23:08 Read
Eoin's personal portfolio: bond long closed at a loss, investment positions sold and stock market short increased. May 5th 01-06-2022 01:06 Read

May 2022

Title Release date Read
Please note - New video/audio posted May 26th 2022 26-05-2022 20:05 Read
The Chart Seminar June 6th & 7th in London sold out 26-05-2022 17:20 Read
Video commentary for May 24th 2022 24-05-2022 18:49 Read
Email of the day on what it is like living in Russia today 24-05-2022 18:20 Read
In Gold We Trust May 2022 24-05-2022 18:02 Read
Lula Says Replacing Petrobras Head Won't Lower Fuel Prices 24-05-2022 17:59 Read
Video commentary for May 23rd 2022 23-05-2022 21:06 Read
How an Energy Expert Triggered Vladimir Putin With One Word 23-05-2022 21:00 Read
Shipping's $500 Billion Profit Can Take on Amazon 23-05-2022 20:56 Read
Bank Stocks Gain on JPMorgan's Biggest Rally Since November 2020 23-05-2022 20:53 Read
Big Picture Long-Term video May 20th 2022 20-05-2022 23:28 Read
Global Interest Rates in Aggregate 20-05-2022 23:26 Read
US Set to Block Russian Debt Payments, Raising Default Odds 20-05-2022 23:25 Read
Email of the day on global food shortages 20-05-2022 23:22 Read
Email of the day on moving average settings in the Chart Library. 20-05-2022 23:20 Read
Video commentary for May 19th 2022 19-05-2022 22:06 Read
BOE Gold Trades at Rare Discount in Sign of Central Bank Selling 19-05-2022 21:41 Read
China Warns US a 'Dangerous Situation' Forming Over Taiwan 19-05-2022 21:38 Read
Bondholders Present Plan to Seize Control of Vale, BHP Venture 19-05-2022 21:32 Read
Video commentary for May 18th 2022 18-05-2022 21:55 Read
Norway Targets Record Gas Sales This Year as Europe Shuns Russia 18-05-2022 21:48 Read
Stable Coin and the SEC 18-05-2022 21:45 Read
UK Inflation at a 40-Year High Engulfs Johnson and BOE in Crisis 18-05-2022 21:25 Read
Video commentary for May 17th 2022 17-05-2022 21:59 Read
A Bull Case Is Forming Around Bearishness at Hedge Funds, Quants 17-05-2022 21:56 Read
Pound Jumps Most in 17 Months as Traders Eye Tight Labor Market 17-05-2022 21:53 Read
China Economy Czar Vows Support for Tech Firms After Crackdown 17-05-2022 21:41 Read
Video commentary for May 16th 2022 16-05-2022 21:55 Read
Ride of the 'Volkyries' 16-05-2022 20:32 Read
Delhi suffers at 49C as heatwave sweeps India 16-05-2022 20:29 Read
Another Stablecoin Loses Its Peg as Algorithm Fails to Keep Pace 16-05-2022 20:27 Read
Big Picture Long-Term video May 13th 2022 13-05-2022 22:59 Read
Oil Climbs as Global Refining Crunch Drives Record Fuel Cost 13-05-2022 22:58 Read
Capitulation 13-05-2022 22:54 Read
Email of the day on my leveraged gold positions 13-05-2022 22:52 Read
Email of the day on AI/Deep learning promises 13-05-2022 22:51 Read
Video commentary for May 12th 2022 12-05-2022 22:43 Read
Coinbase Gives $256 Billion Reminder About Agonies of Bankruptcy 12-05-2022 21:12 Read
Wheat Prices Spike as US Sees War, Adverse Weather Hurting Crops 12-05-2022 21:11 Read
India's Real 10-Year Yield Turns Most Negative Since 2020 12-05-2022 21:08 Read
Video commentary for May 11th 2022 11-05-2022 21:01 Read
Dollar Won't Be Haven Currency of Choice for Long 11-05-2022 19:40 Read
Patience through Bumpy Final Leg of Bear Market 11-05-2022 19:35 Read
TerraUSD's Struggles Are a Concern for All Markets 11-05-2022 19:32 Read
Video commentary for May 10th 2022 10-05-2022 20:57 Read
Email of the day on the 60/40 portfolio: 10-05-2022 20:07 Read
Email of the day on the Dollar and commodities 10-05-2022 20:05 Read
Email of the day on Rolls Royce and selling investments 10-05-2022 20:03 Read
Video commentary for May 9th 2022 09-05-2022 21:19 Read
Policy Has Tightened a Lot. Is It Enough? 09-05-2022 19:23 Read
Tesla's Impact Report Hints At The Future Of Battery Recycling And Battery Cost Declines 09-05-2022 19:19 Read
China Premier Warns of Grave Jobs Situation as Lockdowns Weigh 09-05-2022 19:11 Read
Big Picture Long-Term video May 6th 2022 06-05-2022 22:30 Read
In the Long Run, These Equity Losses Barely Register 06-05-2022 22:18 Read
U.K. Plans New Energy Law to Enable Renewable, Nuclear Build Out 06-05-2022 22:16 Read
India's Surprise Rate Hike Spurs Aggressive Tightening Bets 06-05-2022 22:12 Read
Video commentary for May 5th 2022 05-05-2022 21:15 Read
Pound Dives After Bank of England Signals Caution as It Raises Rates 05-05-2022 21:12 Read
Email of the day on the cumulative effect on interest rate hikes 05-05-2022 21:08 Read
Video commentary for May 4th 2022 04-05-2022 21:51 Read
Eoin's personal portfolio: half stock market short bought back 04-05-2022 21:47 Read
Email of the day on value opportunities in telecoms 04-05-2022 20:34 Read
EU Squeezes Hard on Russia, Sweeping In Oil, Bank, Business 04-05-2022 20:30 Read
U.S. Cuts Quarterly Debt Sale, May Do So Again Even With Fed QT 04-05-2022 20:26 Read
Video commentary for May 3rd 2022 03-05-2022 21:15 Read
Rogoff Sees Fed Hiking Rates Up to 5% as Prices 'Out of Control' 03-05-2022 20:22 Read
Politburo Brightens Mood for China Stocks After Gloomy Month 03-05-2022 20:20 Read
Rba Rate Rise Knocks the Wind Out of ASX 03-05-2022 20:18 Read

April 2022

Title Release date Read
Big Picture Long-Term video April 29th 2022 29-04-2022 23:39 Read
Point and Figure Charts for FANGMANT 29-04-2022 23:37 Read
Exxon Triples Share Buybacks to $30 Billion as Profits Soar 29-04-2022 23:34 Read
Bank of Russia Rejects Ruble-Gold Peg Idea, Differs With Kremlin 29-04-2022 23:32 Read
Eoin's personal portfolio: fixed income investment position initiated April 27th 29-04-2022 21:00 Read
Video commentary for April 28th 2022 28-04-2022 21:13 Read
U.S. Economy Posts Surprise Contraction, Belying Solid Consumer 28-04-2022 21:10 Read
Will China lead the world into another 2008 crisis or will they spend their way out of trouble? 28-04-2022 21:05 Read
Email of the day on the SPAC Index 28-04-2022 21:03 Read
Video commentary for April 27th 2022 27-04-2022 21:44 Read
Xi's Pledge Boosts Hopes Among Jaded China Stock Traders 27-04-2022 21:41 Read
GS, Doosan and Samsung to Cooperate in SMR Power Plant Business 27-04-2022 21:38 Read
Crypto Mortgages Let Homebuyers Keep Bitcoin, Pay Down Nothing 27-04-2022 21:34 Read
Video commentary for April 26th 2022 26-04-2022 21:28 Read
Email of the day on industrial metals miners 26-04-2022 21:03 Read
Russia to Halt Gas to Poland on Wednesday in Major Escalation 26-04-2022 20:59 Read
I helped build ByteDance's vast censorship machine 26-04-2022 20:57 Read
Video commentary for April 25th 2022 25-04-2022 21:14 Read
Xi Puts Ideology Before Economy With Market-Busting Lockdowns 25-04-2022 20:21 Read
Email of the day on yield curve inversions 25-04-2022 20:16 Read
Next Grocery Shock Awaits as Food Giants Face Cooking Oil Risks 25-04-2022 20:15 Read
SoftBank Cuts Back Spending, Leaving Startups Desperate for Cash 25-04-2022 20:10 Read
Eoin's personal portfolio: stop introduced on short position April 19th 25-04-2022 19:01 Read
Big Picture Long-Term video April 22nd 2022 22-04-2022 20:36 Read
Pound Hits Lowest Since Lockdown on Signs U.K. Recovery Slows 22-04-2022 20:33 Read
Email of the day on commodity prices 22-04-2022 20:31 Read
Stripe Teams Up With Twitter in Renewed Crypto Payments Push 22-04-2022 20:25 Read
Video commentary for April 21st 2022 21-04-2022 21:27 Read
Stocks Decline as Treasury Yields Resume Climb 21-04-2022 20:38 Read
China Stocks Plunge as Xi Offers No Respite From Covid Lockdowns 21-04-2022 20:32 Read
Freeport Slumps as Inflation Counters Bumper Copper Haul 21-04-2022 20:29 Read
Video commentary for April 20th 2022 20-04-2022 21:17 Read
Email of the day on investing in autocracies 20-04-2022 20:13 Read
Sahara solar could soon rescue Britain's broken energy system 20-04-2022 20:11 Read
Netflix Breaks Own Rules as Subscriber Losses Batter Shares 20-04-2022 20:08 Read
Video commentary for April 19th 2022 19-04-2022 22:36 Read
Credit Availability Is Still High 19-04-2022 19:04 Read
Chinese Yuan Extends Drop to Six-Month Low as U.S. Yields Rise 19-04-2022 19:02 Read
Oil Sinks as Dour IMF Forecast Sparks Global Growth Concerns 19-04-2022 18:59 Read
Big Picture Long-Term video April 14th 2022 14-04-2022 21:36 Read
Diamond Standard Market Outlook 14-04-2022 21:35 Read
Affirm Research Reveals Generational Divide in Americans' Response to Inflation 14-04-2022 21:32 Read
Sri Lanka says it will default on its foreign debt as the cost of food and food imports spirals, report says 14-04-2022 21:29 Read
Eoin's personal portfolio: stock market short initiated March 31st 2022 14-04-2022 17:49 Read
Video commentary for April 13th 2022 13-04-2022 21:18 Read
The Big $hort 13-04-2022 21:12 Read
Global Energy Upheaval Threatens Years of Natural Gas Shortages 13-04-2022 21:09 Read
Bank of Canada Delivers Jumbo Rate Hike With More to Come 13-04-2022 21:08 Read
Video commentary for April 12th 2022 12-04-2022 20:48 Read
Stocks Rise as CPI Bolsters Bets on Inflation Peak 12-04-2022 19:33 Read
Shein's $100 Billion Value Would Top H&M and Zara Combined 12-04-2022 19:30 Read
DALL-E 2 is a new AI system that can create realistic images and art from a description in natural language 12-04-2022 19:26 Read
Video commentary for April 11th 2022 11-04-2022 20:49 Read
Pension Funds' Billions Loom as Force to Cap Long-Term Yields 11-04-2022 19:30 Read
Two Oil Supertanker Giants Combine to Form World's Largest Fleet 11-04-2022 19:27 Read
'Altcoins' Lead Crypto Lower as Bitcoin Drops to Three-Week Low 11-04-2022 19:24 Read
Big Picture Long-Term video April 8th 2022 08-04-2022 22:13 Read
ECB Is Crafting a Crisis Tool to Deploy If Bond Yields Jump 08-04-2022 22:12 Read
London market blocks newly refined Russian platinum and palladium 08-04-2022 22:09 Read
State of Venture 08-04-2022 22:07 Read
Video commentary for April 7th 2022 07-04-2022 20:56 Read
Brookfield to Purchase CDK for $6.4 Billion in All-Cash Deal 07-04-2022 19:47 Read
Russia Sidesteps Sanctions to Supply Energy to Willing World 07-04-2022 19:39 Read
One Trend Must Change Soon to Avoid a UK Recession 07-04-2022 19:33 Read
Video commentary for April 8th 2022 06-04-2022 20:57 Read
If Stocks Don't Fall, the Fed Needs to Force Them 06-04-2022 20:17 Read
Copper: Supply meets demand concerns 06-04-2022 20:15 Read
How Did That Happen? 06-04-2022 20:14 Read
Video commentary for April 5th 2022 05-04-2022 20:16 Read
Brainard Says Fed to Shrink Balance Sheet Rapidly as Soon as May 05-04-2022 20:12 Read
New York Jet Fuel Soars to New Height as Inventories Dwindle 05-04-2022 19:59 Read
Email of the day on gold, gold shares and Rolls Royce 05-04-2022 19:54 Read
Video commentary for April 4th 2022 04-04-2022 21:07 Read
Secular Themes Review April 4th 2022 04-04-2022 21:05 Read
Big Picture Long-Term video April 1st 2022 01-04-2022 22:05 Read
California Wants to Pay Farmers to Not Farm This Year 01-04-2022 22:02 Read
Barclay's $600 Million Blunder Follows Years of U.S. Run-Ins 01-04-2022 22:00 Read
Supply Shock vs. Demand Destruction: Commodities Face Lose-Lose 01-04-2022 21:43 Read

March 2022

Title Release date Read
Video commentary for March 31st 2022 31-03-2022 21:42 Read
Russia's Other War of Attrition Is Against Europe 31-03-2022 19:38 Read
Brazil Central Bank Tempts Fate on Rates and Traders Follow Suit 31-03-2022 19:35 Read
Chinese Stocks in the U.S. Drop as Audit Dispute Drags On 31-03-2022 19:33 Read
Video commentary for March 30th 2022 30-03-2022 20:47 Read
Gold Climbs From One-Month Low After Strong U.S. Jobs Data 30-03-2022 19:51 Read
Taliban eye investment by Chinese 30-03-2022 19:45 Read
Tesla Dodges Nickel Crisis With Secret Deal to Get Supplies 30-03-2022 19:43 Read
Eoin's personal portfolio: equity index long closed at a small loss March 1st 30-03-2022 01:05 Read
Video commentary for March 29th 2022 29-03-2022 21:10 Read
Biden Says Wait and See on a Russian Pullback 29-03-2022 20:59 Read
(Don't Fear) The Yield Curve, Reprise 29-03-2022 20:02 Read
Email of the day on miners 29-03-2022 20:00 Read
Video commentary for March 28th 2022 28-03-2022 21:50 Read
Barclays VIX ETN Turmoil Looks Linked to $591 Million Note Error 28-03-2022 19:25 Read
Private market transaction prices down -10% 28-03-2022 19:22 Read
BOJ Steps Into Market to Cap Yields Amid Global Bond Selloff 28-03-2022 19:19 Read
Big Picture Long-Term video March 25th 2022 25-03-2022 19:53 Read
A Powell-Backed Yield Curve Gives Fed Cover to Go Max Hawkish 25-03-2022 19:51 Read
China's Worsening Virus Threatens Commodities Supply and Demand 25-03-2022 19:49 Read
A Revolution in British Meritocracy 25-03-2022 19:46 Read
Video commentary for March 24th 2022 24-03-2022 20:01 Read
The Year Ahead In Crypto 24-03-2022 19:59 Read
The Oil Crisis is Unfolding in Slow Motion 24-03-2022 19:56 Read
Chinese Navy Growth: Massive Expansion Of Important Shipyard 24-03-2022 19:54 Read
Video commentary for March 23rd 2022 23-03-2022 20:02 Read
U.K. Treasury to Raise $36 Billion More Tax Despite Sunak's Cuts 23-03-2022 19:49 Read
Putin Demands Ruble Payment for Gas, Escalating Energy Conflict 23-03-2022 19:46 Read
Adobe's Lackluster Forecast Suggests Growing Competition 23-03-2022 19:44 Read
Video commentary for March 22nd 2022 22-03-2022 22:10 Read
Now That Powell's Convinced Markets He Means It 22-03-2022 22:07 Read
Half-hearted sanctions against Russia have already failed 22-03-2022 22:04 Read
Ray Dalio's Bridgewater reportedly backing a crypto fund means the world's largest hedge fund and one of Bitcoin's former skeptics is taking it seriously 22-03-2022 22:02 Read
Video commentary for March 21st 2022 21-03-2022 21:36 Read
Oil Surges With Growing Supply Fears as EU Considers Russian Ban 21-03-2022 21:32 Read
Email on the day on world hunger 21-03-2022 21:29 Read
The Dirty Secret of Inflation: Corporations Are Jacking Up Prices and Profits 21-03-2022 21:27 Read
Big Picture Long-Term video March 18th 2022 18-03-2022 23:10 Read
Living With Yield Curve Inversion 18-03-2022 23:04 Read
BOJ's Kuroda Waves the Green Flag for Further Yen Weakness 18-03-2022 22:55 Read
'Dash for Trash' Fuels Big Bounce for Money-Losing Growth Stocks 18-03-2022 22:51 Read
Video commentary for March 17th 2022 17-03-2022 19:39 Read
Bridgewater Executive Says Markets Pricing In "Magical Scenario" 17-03-2022 19:36 Read
Trafigura Seeks PE Funding as Commodity Surge Triggers Margin Calls 17-03-2022 19:33 Read
Moderna kicks off Phase 1 trial of 3 different mRNA HIV vaccines 17-03-2022 19:30 Read
Video commentary for March 16th 2022 16-03-2022 20:44 Read
Xi Spurs Frantic Stock Buying With Lifeline for China Market 16-03-2022 20:43 Read
Ray Dalio's "Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail" 16-03-2022 20:32 Read
Fed Lifts Rates a Quarter Point and Signals More Hikes to Come 16-03-2022 20:31 Read
Wait Times for Chip Deliveries Grow Again as Shortages Persist 16-03-2022 20:27 Read
Video commentary for March 15th 2022 15-03-2022 21:22 Read
The Ukraine crisis: what's at stake for investors? 15-03-2022 20:55 Read
Saudi Arabia Considers Accepting Yuan Instead of Dollars for Chinese Oil Sales 15-03-2022 20:49 Read
Powering Up 15-03-2022 20:43 Read
Video commentary for March 14th 2022 14-03-2022 20:38 Read
Email of the day on how many interest hikes are likely 14-03-2022 20:21 Read
ESG in practice: assessing Food and Beverage companies' externalities 14-03-2022 20:11 Read
Apple Supplier Foxconn in Talks to Build $9 Billion Factory in Saudi Arabia 14-03-2022 20:11 Read
Big Picture Long-Term video March 11th 2022 12-03-2022 00:55 Read
Biden's Demands for Oil Collide With Drillers Reining In Output 12-03-2022 00:35 Read
Cathie Wood's ARKK Lures Almost $1 Billion Even as ETF Sells Off 12-03-2022 00:29 Read
A New World Energy Order Is Emerging From Putin's War on Ukraine 12-03-2022 00:26 Read
Video commentary for March 10th 2022 10-03-2022 20:58 Read
Fund Manager's Diary March 9th 2022 10-03-2022 19:53 Read
Israel's tortured choice on Russia 10-03-2022 19:49 Read
Volatility Grips Chinese Tech Shares Again as Traders On Edde 10-03-2022 19:44 Read
Video commentary for March 9th 2022 09-03-2022 23:34 Read
Ukraine Open to Neutrality But Won't Yield Territory, Aide Says 09-03-2022 20:49 Read
Might Have a Russian Titanium Problem 09-03-2022 20:46 Read
President Biden to Sign Executive Order on Ensuring Responsible Development of Digital Assets 09-03-2022 20:40 Read
Video commentary for March 8th 2022 08-03-2022 21:08 Read
Bretton Woods III 08-03-2022 19:00 Read
Biden Says U.S. Will Ban Russian Fuels to Pressure Putin on War 08-03-2022 18:51 Read
Satellite outage knocks out thousands of Enercon's wind turbines 08-03-2022 18:48 Read
Video commentary for March 7th 2021 07-03-2022 20:49 Read
Oil Shocks and Recessions 07-03-2022 20:46 Read
Email of the day on lithium and rare earths 07-03-2022 20:44 Read
China's Ambitious GDP Goal a Boost to Slowing World Economy 07-03-2022 20:41 Read
Big Picture Long-Term video March 4th 2022 04-03-2022 21:56 Read
Secular Themes Review March 4th 2022 04-03-2022 21:13 Read
Video commentary for March 3rd 2022 03-03-2022 21:08 Read
India Plans To Tap Smaller Russian Banks As Sanctions Hit Local Exporters' Payments 03-03-2022 18:50 Read
JPMorgan Says $185 Oil in View If Russian Supply Hit Persists 03-03-2022 18:45 Read
Hacktivists Are Piercing Russia's Propaganda Bubble 03-03-2022 18:41 Read
Issues with accessing the subscriber's video via Vimeo 03-03-2022 18:33 Read
Video commentary for March 2nd 2022 02-03-2022 21:25 Read
Global Money Dispatch February 27th 2022 02-03-2022 20:45 Read
Email of the day on The Chart Seminar and a uranium ETF 02-03-2022 20:42 Read
China Moves to Secure Commodities Rocked by Ukraine War 02-03-2022 20:20 Read
The Changing World Order: Focusing on External Conflict and the Russia-Ukraine-NATO Situation 02-03-2022 20:17 Read
Video commentary for March 1st 2022 01-03-2022 22:14 Read
Kyiv TV Tower Hit as Russia Targets the Capital 01-03-2022 22:07 Read
RBA Highlights Ukraine War Risks to Outlook as Key Rate Held 01-03-2022 22:02 Read
Chevron Doubles Buyback as Spending Cap Helps Lift Cash Flow 01-03-2022 22:01 Read
Email of the day on issues with Vimeo 01-03-2022 21:58 Read
The Chart Seminar 2022 01-03-2022 01:21 Read

February 2022

Title Release date Read
Video commentary for March 28th 2022 28-02-2022 20:46 Read
West Uses Russia's Central Bank Against Putin 28-02-2022 19:30 Read
Joe Biden Has Days to Avoid Being Jimmy Carter 28-02-2022 19:28 Read
Ukraine tweeted it was "now accepting cryptocurrency donations." In two days, $12 million worth of Bitcoin, Ethereum, and USDT poured in 28-02-2022 19:27 Read
Eoin's personal portfolio: trading and investment longs initiated 28-02-2022 01:31 Read
Big Picture Long Term Video February 25th 2022 25-02-2022 23:38 Read
China Boosts Liquidity by Most Since 2020 Amid Ukraine Conflict 25-02-2022 20:37 Read
Solar Stocks Rally as Tariff Expiration Nears With No Decision 25-02-2022 20:34 Read
Where do Ukrainian economics matter, or is it 'matter' that matters? 25-02-2022 20:32 Read
Video commentary for February 24th 2022 24-02-2022 20:52 Read
The Invasion of Ukraine Is a Tragic Sin 24-02-2022 20:08 Read
Eoin's personal portfolio: short profit taken 24-02-2022 20:06 Read
Petrobras Revenue Hits Record as It Resists Cheap Fuel Calls 24-02-2022 20:05 Read
EMs' Vulnerability to Rising Food Prices and Political Instability 24-02-2022 20:02 Read
Video commentary for February 23rd 2022 23-02-2022 21:13 Read
Email of the day on Ukraine 23-02-2022 19:41 Read
Saudi Al Dawaa Sees Profit Surge After IPO Draws Strong Demand 23-02-2022 19:38 Read
Intel Chip Challenges Reign of China's Bitcoin-Mining Firms 23-02-2022 19:35 Read
Eoin's personal portfolio: short reopened February 2nd 2022 23-02-2022 01:18 Read
Video commentary for February 22nd 2022 22-02-2022 21:04 Read
Stocks Plunge, Oil Prices Surge After Putin Orders Troops Into Eastern Ukraine 22-02-2022 21:02 Read
Currency Speculators Shun Usual Havens Despite Ukraine Tensions 22-02-2022 20:58 Read
Deadly Nigerian Oil-Blast Ship Has Peers All Over the World 22-02-2022 20:55 Read
Video commentary for February 21st 2022 21-02-2022 19:07 Read
Long-term ratios Ex-FANGMAN/Gold 21-02-2022 19:03 Read
Tencent Quashes Talk of New Crackdown as Tech Wipeout Deepens 21-02-2022 19:00 Read
Google Search Is Dying 21-02-2022 18:58 Read
Big Picture Long-Term video February 18th 2022 18-02-2022 20:55 Read
China's Challenges 18-02-2022 20:51 Read
Lithium Stock Livent Is Soaring. Strong Earnings and Guidance Looked 'Easy 18-02-2022 20:48 Read
Beware PayPal's New Fees for $100 Crypto Trades 18-02-2022 20:46 Read
Video commentary for February 17th 2022 17-02-2022 21:20 Read
Gold Fields Bet on Giant Mine Pays Off After Years of Losses 17-02-2022 18:23 Read
Margin-Growth Fatigue a New Pressure Point for S&P: Taking Stock 17-02-2022 18:21 Read
The rise of private markets 17-02-2022 18:12 Read
Video commentary for February 16th 2022 16-02-2022 23:35 Read
Gold Steadies as West Cautious on Russian Claims of Pullback 16-02-2022 19:22 Read
Email of the day on electricity generation and carbon emissions 16-02-2022 19:20 Read
Shopify Plummets Most Since 2020 on Slowing Growth Outlook 16-02-2022 19:09 Read
Video commentary for February 15th 2022 15-02-2022 21:09 Read
PBOC Pumps in More Liquidity, Spurring Gains in Chinese Stocks 15-02-2022 20:17 Read
Tech Questions for 2022 15-02-2022 20:09 Read
Coinbase Swears This All Isn't Like the Dotcom Bubble After Super Bowl Ad SNAFU 15-02-2022 19:57 Read
Video commentary for February 14th 2022 14-02-2022 21:53 Read
CPI Is Old News; Focus on Growth 14-02-2022 20:11 Read
Precious Appraisal 14-02-2022 20:08 Read
Goldman Sees 'Reverse Currency Wars' as Inflation Gathers Pace 14-02-2022 20:05 Read
Big Picture Long-Term Video February 11th 2022 11-02-2022 22:55 Read
Gold Set for Best Week Since May on Inflation Hedge Appeal 11-02-2022 20:06 Read
Ted Spread Anomalies 11-02-2022 20:05 Read
OPEC+ Supply Shortfall May Push Oil Price Higher, IEA Warns 11-02-2022 20:03 Read
Video commentary for February 10th 2022 10-02-2022 20:58 Read
Goldman Commodity Veteran Says He's Never Seen a Market Like It 10-02-2022 19:22 Read
Insurance executive says death rates among working-age people up 40 percent 10-02-2022 19:19 Read
U.S. Inflation Charges Higher With Larger-Than-Forecast Gain 10-02-2022 19:16 Read
Video commentary for February 9th 2022 09-02-2022 20:59 Read
Ryanair CEO O'Leary Sees 'Dramatic' Jump in Ticket Sales 09-02-2022 19:51 Read
Russia, China agree 30-year gas deal via new pipeline, to settle in euros 09-02-2022 19:49 Read
EU rolls out a red carpet for TSMC and other semiconductor giants 09-02-2022 19:45 Read
Los Angeles Port Sees Chance to Ease Ship Backlog by Summer Peak 09-02-2022 19:42 Read
Video commentary for February 8th 2022 08-02-2022 22:55 Read
Email of the day on gold shares 08-02-2022 22:47 Read
Email of the day on the Treasury General Account 08-02-2022 22:43 Read
Iron Ore Smashes $150 After Beijing Eases Steel's Green Targets 08-02-2022 22:42 Read
Video commentary for February 7th 2022 07-02-2022 20:56 Read
Email of the day - on gold, governance, trading, and uncertainty 07-02-2022 19:26 Read
Police Target Truckers' Fuel After Ottawa Declares Emergency 07-02-2022 19:21 Read
Bitcoin Notches Longest Rally Since September; Shiba Inu Jumps 07-02-2022 19:19 Read
Big Picture Long-Term video February 4th 2022 04-02-2022 22:11 Read
Secular Themes Review February 4th 2022 04-02-2022 19:40 Read
Video commentary for Feburary 3rd 2022 03-02-2022 22:11 Read
Meta Faces Historic Stock Rout After Facebook Growth Stalled 03-02-2022 19:34 Read
ECB Is Said to Prepare for Potential March Policy Recalibration 03-02-2022 19:31 Read
Looks Like There's a Whale Snapping Up Gold Bullion Below $1,800 03-02-2022 19:27 Read
Video commentary for February 2nd 2022 02-02-2022 21:04 Read
Mega-cap Influence 02-02-2022 19:22 Read
Euro-Zone Inflation Unexpectedly Hits Record, Pressuring ECB 02-02-2022 19:17 Read
India Plans Record Borrowing to Fund Modi's Growth Ambitions 02-02-2022 19:14 Read
Video commentary for February 1st 2022 01-02-2022 21:48 Read
Email of the day on Saudi Arabia 01-02-2022 20:29 Read
Exxon to Accelerate Buybacks After Biggest Profit Since 2014 01-02-2022 20:27 Read
Nickel Is Gripped by a Supply Squeeze That Keeps Getting Worse 01-02-2022 20:25 Read

January 2022

Title Release date Read
Video commentary for January 31st 2022 31-01-2022 20:48 Read
BOE's First Back-to-Back Hikes in 17 Years May Just Be the Start 31-01-2022 20:11 Read
Big Ideas 2022 31-01-2022 20:04 Read
Brazil Analysts See Inflation Further Above Central Bank Target 31-01-2022 20:02 Read
Eoin's personal portfolio: one short stopped out and profit taken January 25th 2022 31-01-2022 00:47 Read
Big Picture Long-Term (Long-Winded :) Video January 28th 2022 28-01-2022 20:49 Read
Email of the day on the green revolution 28-01-2022 19:27 Read
Credit Card Delinquencies 28-01-2022 19:24 Read
The Sell-off 28-01-2022 19:22 Read
Video commentary for January 27th 2022 27-01-2022 23:12 Read
Value Stocks, U.S. Dollar Among Top Trades After Hawkish Fed 27-01-2022 20:25 Read
China Rushes to Deliver Stimulus as Fed Pulls Back in New Era 27-01-2022 20:22 Read
Weaker Yen, Stronger Japanese Stocks Seen Ahead: BofA 27-01-2022 20:20 Read
Video commentary for January 26th 2021 26-01-2022 22:05 Read
London Gets Vote of Confidence From Big Finance Firms, EY Says 26-01-2022 19:56 Read
The New Agri-Giant Invading the U.S. Heartland 26-01-2022 19:53 Read
Microsoft's Shares Gain on Forecast For Azure Cloud Growth 26-01-2022 19:48 Read
Video commentary for January 25th 2022 25-01-2022 22:49 Read
RBA Seen Scrapping Bond-Buying Program at First Meeting of 2022 25-01-2022 20:51 Read
Buy-the-Dip Old Reliables 25-01-2022 20:50 Read
These Investors Are Sticking With Gold Despite Easy Money Ending 25-01-2022 20:48 Read
Video commentary for January 24th 2022 24-01-2022 22:06 Read
Morgan Stanley's Michael Wilson Says 'Winter Is Here' for Stocks 24-01-2022 20:29 Read
French Nuclear Giant's Fall Risks Energy Security for All Europe 24-01-2022 20:24 Read
China's Massive Current Account, Capital Surpluses Underpin Yuan 24-01-2022 20:21 Read
Big Picture Long-Term video January 21st 2022 21-01-2022 23:27 Read
Bitcoin billionaire Mike Novogratz says plunging crypto will have a hard time rallying until stocks find a base 21-01-2022 20:56 Read
Eoin's personal portfolio shorts initiated January 21st 21-01-2022 20:45 Read
Email of the day on salesmanship 21-01-2022 20:44 Read
Brazil Stocks Buck S&P 500 Losses, Set for Second Weekly Gain 21-01-2022 20:41 Read
Video commentary for January 20th 2022 20-01-2022 20:59 Read
Logical inconsistencies 20-01-2022 19:58 Read
Email of the day on Dow Theory for the 21st century 20-01-2022 19:54 Read
China Stocks Rally With Tech, Property in Lead Amid Easing Bets 20-01-2022 19:37 Read
Eoin's personal portfolio short profit taken January 11th 20-01-2022 00:32 Read
Video commentary for January 19th 2022 19-01-2022 21:40 Read
Barrick Gold Meets Output Guidance in 2021 19-01-2022 18:51 Read
Biggest Bitcoin Fund Sinks Toward 30% Discount in Crypto Selloff 19-01-2022 18:49 Read
Evolving top formations 19-01-2022 18:47 Read
Video commentary for January 18th 2022 18-01-2022 21:42 Read
Commodities Boom Sends Industry Titan Glencore to Decade High 18-01-2022 20:00 Read
Email of the day on biotech 18-01-2022 19:53 Read
Microsoft to Buy Activision Blizzard in $69 Billion Gaming Deal 18-01-2022 19:50 Read
Video commentary for January 17th 2022 17-01-2022 18:14 Read
Email of the day on an expected copper supply surplus 17-01-2022 17:42 Read
Selling Out 17-01-2022 17:38 Read
China Cuts Interest Rate as Growth Risks Worsen With Omicron 17-01-2022 17:34 Read
Big Picture Long-Term Audio/Video January 15th 2022 14-01-2022 02:24 Read
The Future Minerals Summit 14-01-2022 02:22 Read
Video commentary for January 13th 2022 13-01-2022 20:55 Read
Ivanhoe Mines and geophysics 13-01-2022 20:49 Read
Email of the day on gold from David Brown 13-01-2022 20:45 Read
Bitcoin Trades Add to El Salvador Sovereign Risk, Moody's Says 13-01-2022 20:43 Read
Video commentary for January 12th 2022 12-01-2022 14:49 Read
'Sudden Stopâ' Hammers Emerging-Market Investments Beyond China 12-01-2022 14:47 Read
Partygate Fuels U.K. Tories Growing Alarm About Boris Johnson 12-01-2022 14:43 Read
Block's Afterpay bid wins final approval from Spanish central bank 12-01-2022 14:41 Read
Email of the day on the service: 12-01-2022 14:39 Read
Video commentary for January 11th 2021 11-01-2022 19:21 Read
Gold and subscriptions 11-01-2022 18:25 Read
PMIs and Earnings Will Ultimately Determine the End of the Correction 11-01-2022 18:19 Read
Nickel Hits Seven-Year High as Hunt for Battery Metals Heats Up 11-01-2022 18:16 Read
Video commentary for January 10th 2022 10-01-2022 21:49 Read
JPMorgan Guide to the Markets Q122 10-01-2022 20:46 Read
China in Mass Testing Blitz After Reporting First Community Spread of Omicron 10-01-2022 20:31 Read
This Weeks Travel Plans 10-01-2022 20:22 Read
Big Picture Long-Term video for January 7th 2022 07-01-2022 22:59 Read
European Gas Falls After Netherlands Says It May Boost Output 07-01-2022 20:37 Read
Mike Novogratz Sees Bitcoin Finding Bottom at $38,000-$40,000 07-01-2022 20:35 Read
India on Track to Post World-Beating Growth as Spending Revives 07-01-2022 20:33 Read
Next Week's Travel Plans 07-01-2022 20:30 Read
The Chart Seminar 2022 07-01-2022 20:29 Read
Eoin's personal portfolio: stock market profit taken and position reversed January 4th 2022 07-01-2022 18:32 Read
Video commentary for January 6th 2022 06-01-2022 21:01 Read
The Fed Minutes That Shook the World 06-01-2022 20:01 Read
Crackdown Deepens as Russian Troops Arrive 06-01-2022 19:58 Read
China Seen Delaying Property Tax Trials Until Market Improves 06-01-2022 19:56 Read
Travel Plans January 2022 06-01-2022 00:29 Read
The Chart Seminar 2022 06-01-2022 00:21 Read
Video commentary for January 5th 2022 05-01-2022 21:46 Read
Morgan Stanley and Wells Fargo Say Great Stock Rotation Has Legs 05-01-2022 18:48 Read
Byron Wien and Joe Zidle Announce the Ten Surprises of 2022 05-01-2022 18:45 Read
The China Upswing 05-01-2022 18:42 Read
Video commentary for January 4th 2022 04-01-2022 22:39 Read
U.S. Five-Year Yield Highest Since February 2020 in Bond Selloff 04-01-2022 18:48 Read
Chipmakers See Rare Sustained Growth in Bid to End Boom-Bust Era 04-01-2022 18:45 Read
Bitcoin: All the Volatility But Less Upside Than Ether 04-01-2022 18:31 Read

2021 Comment of the day archive

December 2021

Title Release date Read
Happy New Year 31-12-2021 19:54 Read
Big Picture Long-Term video December 31st 2021 31-12-2021 19:52 Read
U.S.-Listed Chinese Stocks Post Biggest One-Day Surge Since 2008 31-12-2021 17:17 Read
Unloved and Uninteresting, Gold Heads for Worst Year Since 2015 31-12-2021 17:15 Read
Our Market and Economic Observations Heading into 2022 31-12-2021 17:13 Read
Eoin's personal portfolio: stock market long initiated December 21st 2021 31-12-2021 00:15 Read
Video commentary for December 30th 2021 30-12-2021 20:58 Read
China's Water Shortage Is Scary for Its Neighbors 30-12-2021 20:07 Read
China merges 3 rare earths miners to strengthen dominance of sector 30-12-2021 20:02 Read
Once Stellar Green Stocks Fell Even More Than Airlines in 2021 30-12-2021 19:59 Read
Video commentary for December 29th 2021 29-12-2021 20:37 Read
Consumer Price Inflation in Japan: A 2022 Black Swan 29-12-2021 19:27 Read
Investors Stick With Bitcoin ETFs Despite Crypto's Recent Slump 29-12-2021 19:23 Read
James Webb Space Telescope rockets into history 29-12-2021 19:22 Read
Holiday Hours 2021 23-12-2021 19:46 Read
Big Picture Long-Term video December 23rd 2021 23-12-2021 19:45 Read
Why the Bezzle Matters to the Economy 23-12-2021 19:42 Read
The Stock Market Is Suffering From Bad Breadth 23-12-2021 19:37 Read
Three Sinovac Doses Fail to Protect Against Omicron in Study 23-12-2021 19:34 Read
European Gas Plunges 20% as Rally Lures Flotilla of U.S. LNG 23-12-2021 19:31 Read
Video commentary for December 22nd 2021 22-12-2021 19:25 Read
Europe's Power Crunch Shuts Down Factories as Prices Hit Record 22-12-2021 18:29 Read
Musk Says He Has Sold Enough Stock to Unwind 10% of His Stake 22-12-2021 18:25 Read
Email of the day on the tin supply deficit 22-12-2021 18:21 Read
Video commentary for December 21st 2021 21-12-2021 21:09 Read
'We have got a problem here': Low morale and redistricting hand Democrats a growing retirement issue 21-12-2021 19:38 Read
How Erdogan's Plan to Halt the Lira's Fall Is Meant to Work 21-12-2021 19:36 Read
India's Banking Revolution Has Started Without the Banks 21-12-2021 19:33 Read
Chinese Developer Stocks Jump Most in a Month 21-12-2021 19:30 Read
Video commentary for December 20th 2021 20-12-2021 21:37 Read
China cuts benchmark loan rate for first time in almost 2 years amid mounting economic pressures 20-12-2021 20:04 Read
Equinor Wants the World's Last Drop of Oil to Come from Norway 20-12-2021 20:00 Read
Bitcoin Chartbook 2022 Is This Halving Cycle Over? 20-12-2021 19:58 Read
Big Picture Long-Term Video commentary december 17th 2021 17-12-2021 21:47 Read
Almost Daily Grant's December 15th 2021 17-12-2021 21:45 Read
Turkey Stock Rout Triggers Circuit Breakers Twice in an Hour 17-12-2021 21:42 Read
Cultivated meat: Out of the lab, into the frying pan 17-12-2021 21:39 Read
Weekend Viewing 17-12-2021 21:36 Read
Video commentary for December 16th 2021 16-12-2021 21:53 Read
Stocks Under Pressure as Megacap Tech Sells Off 16-12-2021 21:49 Read
BOE Says 'More Persistent' Inflation Prompted Surprise Rate Rise 16-12-2021 21:46 Read
Copper Jumps as Miner to Halt Output in Peru Amid Protests 16-12-2021 21:44 Read
Eoin's personal portfolio: profits taken on shorts December 15th 2021 16-12-2021 20:23 Read
Video commentary for December 15th 2021 15-12-2021 21:45 Read
Fed Doubles Taper, Signals Three 2022 Hikes in Inflation Pivot 15-12-2021 20:27 Read
Email of the day on demand surges versus supply disruptions 15-12-2021 20:21 Read
China's Economic Slump Fuels Calls for More Stimulus 15-12-2021 20:18 Read
Video commentary for December 14th 2021 14-12-2021 22:03 Read
Big Tech Getting Crushed in Jittery Day for Stocks 14-12-2021 21:11 Read
Email of the day on charging station stocks 14-12-2021 21:09 Read
U.K. Plans Giant Battery to Manage Surge in Offshore Wind 14-12-2021 21:07 Read
Eoin's personal portfolio: shorts re-opened and added to December 13th 2021 14-12-2021 00:53 Read
Video commentary for December 13th 2021 13-12-2021 20:59 Read
Tapering on Deck-Stick with Defensive Quality in Factor Frenzy 13-12-2021 20:56 Read
Email of the day on carbon sequestration 13-12-2021 20:52 Read
European Gas, Power Surge to Record on Russia-Ukraine Tension 13-12-2021 20:49 Read
Big Picture Long-term Video for December 10th 2021 10-12-2021 21:57 Read
Global Shortage of Fertilizers Sends Demand for Dung Soaring 10-12-2021 21:04 Read
VW Boosts Future Tech Spending, Enlarges Management Board 10-12-2021 21:01 Read
Andreessen Horowitz Founders Begin Stepping Back 10-12-2021 20:57 Read
Trafigura Co-Founder Moves From Oil to Lumber for Skyscrapers 10-12-2021 20:54 Read
Eoin's personal portfolio: breakeven stop triggered November 25th 2021 10-12-2021 00:18 Read
Video commentary for December 9th 2021 09-12-2021 21:46 Read
Evergrande Declared in Default as Huge Restructuring Looms 09-12-2021 20:17 Read
Email of the day on cash holdings and the Wall Street leash effect 09-12-2021 20:14 Read
Overview of Digital Assets and Blockchain 09-12-2021 20:12 Read
Video commentary for December 8th 2021 08-12-2021 19:47 Read
Gundlach Sees 'Rough Waters' for Market as Fed Pursues Taper 08-12-2021 19:42 Read
Record exports sharply narrow U.S. trade deficit 08-12-2021 19:40 Read
Vodafone Shares Jump After Betaville 'Uncooked Alert' 08-12-2021 19:38 Read
It's official: 96 container ships are waiting to dock at SoCal ports 08-12-2021 19:36 Read
Video commentary for December 7th 2021 07-12-2021 22:38 Read
Email of the day on Brazil and copper miners 07-12-2021 22:34 Read
Why India Beats China Hollow On Consistent Compounding 07-12-2021 22:31 Read
BoC to Walk, Not Run, Toward 2022 Rate Hike 07-12-2021 22:29 Read
Video commentary for December 6th 2021 06-12-2021 20:47 Read
Morgan Stanley Sees Fed as Greater Threat to Stocks Than Omicron 06-12-2021 19:38 Read
SEC probes Tesla over whistleblower claims on solar panel defects 06-12-2021 19:09 Read
Email of the day on lithium mining 06-12-2021 19:06 Read
Big Picture Long-Term video December 3rd 2021 03-12-2021 23:03 Read
Secular Themes Review December 3rd 2021 03-12-2021 22:02 Read
Video commentary for December 2nd 2021 02-12-2021 21:05 Read
Email of the day - on deflationary risks 02-12-2021 18:13 Read
Apple Falls on iPhone Demand Report, Weighing on Suppliers 02-12-2021 18:10 Read
December Kicks Off Record Warmth in U.S. Great Plains 02-12-2021 18:08 Read
Video commentary for December 1st 2021 01-12-2021 21:40 Read
China to Close Loophole Used by Tech Firms for Foreign IPOs 01-12-2021 20:10 Read
Lira Respite Will Come Down to How Far the Central Bank Can Go 01-12-2021 18:58 Read
Lumber Firm Sees Shipments Plunge on Canada Floods 01-12-2021 18:54 Read

November 2021

Title Release date Read
Video commentary for November 30th 2021 30-11-2021 21:00 Read
Powell Weighs Earlier End to Bond Tapering Amid Hot Inflation 30-11-2021 20:00 Read
Euro-Area Inflation Tops All Forecasts With Record 4.9% 30-11-2021 19:58 Read
The Nazi Inspiring China's Communists 30-11-2021 19:46 Read
Video commentary for November 29th 2021 29-11-2021 21:40 Read
Doctor Who Saw Omicron Early Says Symptoms Milder Than Delta 29-11-2021 18:06 Read
Australia Sees Record Wheat Harvest But Warns Rains Hurt Quality 29-11-2021 18:03 Read
Europe's Cash Glut Is Spilling Into Already Stuffed U.S. Markets 29-11-2021 18:01 Read
Big Picture Long-Term video November 26th 2021 26-11-2021 21:41 Read
What We Know About the Virus Variant Rocking Markets 26-11-2021 19:48 Read
Email of the day on ETF gold holdings 26-11-2021 19:45 Read
Email of the day on emerging markets 26-11-2021 19:43 Read
Video commentary for November 25th 2021 25-11-2021 17:48 Read
The EU economy after COVID-19: Implications for economic governance 25-11-2021 14:41 Read
Australia Firms Ramp Up Spending Plans Signaling Strong Recovery 25-11-2021 14:38 Read
Hochschild says key mines to continue operations as Peru eases stance 25-11-2021 14:35 Read
Video commentary for November 24th 2021 24-11-2021 21:15 Read
The Winds of Change 24-11-2021 21:10 Read
Jamie Dimon Jokes, but Will China's Leadership Laugh? 24-11-2021 21:08 Read
Chile's right rejoices after pro-Pinochet candidate wins presidential first round 24-11-2021 21:04 Read
Eoin's personal portfolio: hedge short initiated November 22nd 24-11-2021 03:19 Read
Video commentary for November 23rd 2021 23-11-2021 21:30 Read
Prudent to file 'loss of state-owned assets' allegations despite public discontent against Lenovo continues 23-11-2021 18:19 Read
Email of the day - on short-term trading versus the big picture long-term outlook 23-11-2021 18:17 Read
Oil Advances With Global SPR Release Smaller Than Expected 23-11-2021 18:15 Read
Video commentary for November 22nd 2021 22-11-2021 21:32 Read
BofA Is Bearish on Stocks, Sees 'Mother of All Bubbles' in Tech 22-11-2021 21:29 Read
OPEC+ Warns of Response as Biden Poised for Oil Reserve Release 22-11-2021 21:27 Read
World Fish Stocks Are in Worse State Than Expected, Study Shows 22-11-2021 21:25 Read
Big Picture Long-Term video November 19th 2021 19-11-2021 20:46 Read
When Bubble Meets Trouble 19-11-2021 20:45 Read
Solar demands to normalize in 2022, polysilicon price likely to remain high 19-11-2021 20:43 Read
Bill Gates' nuclear startup picks a Wyoming coal town for its 1st advanced reactor, which will cost $4 billion 19-11-2021 20:41 Read
Eoin's personal portfolio: leveraged profits taken September 7th 19-11-2021 01:05 Read
Video commentary for November 18th 2021 18-11-2021 20:52 Read
Staples Center to become Crypto.com Arena in reported $700 million naming rights deal 18-11-2021 19:14 Read
Let's Buy the US Constitution 18-11-2021 19:12 Read
Alibaba Outlook Disappoints After China Slowdown Hurt Sales 18-11-2021 19:07 Read
Video commentary for November 17th 2021 17-11-2021 20:59 Read
Cargill CEO Says Food Prices to Stay High on Labor Crunch 17-11-2021 19:47 Read
IBM unleashes the Eagle, the world's most powerful quantum processor 17-11-2021 19:45 Read
Mobius Bets on '50-Year Rally' in Indian Stocks as China Slows 17-11-2021 19:42 Read
Video commentary for November 16th 2021 16-11-2021 20:49 Read
Gold Erases Earlier Gains After Fed Officials Stir Policy Debate 16-11-2021 19:57 Read
European Gas Prices Jump on Delay to New Russian Pipeline 16-11-2021 19:32 Read
Introducing the First AI Model That Translates 100 Languages Without Relying on English 16-11-2021 19:30 Read
Video commentary for November 15th 2021 15-11-2021 20:38 Read
4 Million Tons a Day Show Why China and India Won't Quit Coal 15-11-2021 19:27 Read
Fed's Kashkari Says Policy Shouldn't Overreact to Inflation 15-11-2021 19:24 Read
Why AT&T Stock May Be Near a Bottom With Its Proposed Dividend Cut 15-11-2021 19:22 Read
Big Picture Long-Term video for November 12th 2021 12-11-2021 20:45 Read
Easing Auto Supply-Chain Woes May Foreshadow Path for Inflation 12-11-2021 20:44 Read
How NFTs Create Value 12-11-2021 20:42 Read
Ray Dalio and BlackRock's Rick Rieder on the New World Investors Are Facing 12-11-2021 20:32 Read
Video commentary for November 11th 2021 11-11-2021 20:41 Read
Gold as a monetary metal 11-11-2021 19:53 Read
Three Reasons To Be Bullish 11-11-2021 19:50 Read
Why You Should Care About Taproot, The Next Major Bitcoin Upgrade 11-11-2021 19:49 Read
Greenland parliament vote effectively halts Kvanefjeld rare earths project 11-11-2021 18:53 Read
Video commentary for November 10th 2021 10-11-2021 20:56 Read
Newcrest Joins M&A Gold Rush With $2.8 Billion Pretium Buy 10-11-2021 19:41 Read
China's Inflation Risks Build as Producers Pass on Costs 10-11-2021 19:38 Read
Inflation in U.S. Builds With Biggest Gain in Prices Since 1990 10-11-2021 19:35 Read
Video commentary for November 9th 2021 09-11-2021 20:50 Read
Email of the day on gold, ratios and real rates 09-11-2021 19:30 Read
Brainard Interviewed by Biden for Fed Chair as Search Heats Up 09-11-2021 19:27 Read
Email of the day on telecoms companies 09-11-2021 19:24 Read
Video commentary for November 8th 2021 08-11-2021 21:01 Read
Global Themes Review November 2021 08-11-2021 20:52 Read
Big Picture Long-Term video commentary for November 5th 2021 05-11-2021 20:04 Read
Monthly Secular Themes Review on Monday 05-11-2021 18:59 Read
Treasuries Surge Despite Strong Jobs Data, Pricing In Slower Fed 05-11-2021 18:19 Read
Is the Metaverse Really Going to Happen? Nvidia Is Betting Yes 05-11-2021 18:16 Read
Zillow's House-Flipping Rivals Defend Tech-Powered Homebuying 05-11-2021 18:14 Read
Video commentary for November 4th 2021 04-11-2021 12:27 Read
UBS Global Real estate 04-11-2021 11:55 Read
Tactical US Themes Monthly 04-11-2021 11:53 Read
Sprott Analysis of I-80 04-11-2021 11:50 Read
Video commentary for November 3rd 2021 03-11-2021 21:17 Read
On Target #273 03-11-2021 21:14 Read
Chinese Developers Repay Bonds Early as Contagion Spreads 03-11-2021 21:11 Read
China Urges Winter Food Stockpiling, Prompting Online Worry 03-11-2021 20:39 Read
Video commentary for November 2nd 2021 02-11-2021 19:38 Read
Please note - I am travelling Wednesday and Thursday so updates on the site may appear at unusual times. 02-11-2021 18:36 Read
New Bitcoin ETFs May Ease Pressure on ProShares as Limit Looms 02-11-2021 18:09 Read
Cash on Cash, Gold on Gold 02-11-2021 17:59 Read
RBA's Dovish Tone Set to Reignite Aussie Yield-Curve Steepening 02-11-2021 17:55 Read
Video commentary for November 1st 2021 01-11-2021 21:35 Read
Chris Wood Shrugs Off India Equity Downgrades, Says A Selloff Will Be A Buying Opportunity 01-11-2021 21:33 Read
America's Plunging Barley Crop Means Cheap Beer No More 01-11-2021 21:32 Read
I'm A Twenty Year Truck Driver, I Will Tell You Why America's "Shipping Crisis" Will Not End 01-11-2021 21:30 Read

October 2021

Title Release date Read
Big Picture Long-Term video October 29th 2021 29-10-2021 21:58 Read
The Macro Case for Precious Metals 29-10-2021 21:56 Read
Higher For Longer Oil Prices? 29-10-2021 21:54 Read
Global Carbon Markets 29-10-2021 21:53 Read
Video commentary for October 28th 2021 28-10-2021 20:43 Read
Curve Control Under Attack in Australia as Traders Bet on Shift 28-10-2021 20:02 Read
FANGMAN 28-10-2021 19:59 Read
Nuclear Stocks are Making a Comeback 28-10-2021 19:57 Read
EU Gas, Power Tumble After Russian Signals to Add More Fuel 28-10-2021 19:56 Read
Video commentary for October 27th 2021 27-10-2021 21:00 Read
Sunak Delivers Johnson-Style Budget That Ramps Up U.K. Spending 27-10-2021 19:42 Read
Bitcoin Breaks Below $60,000 as ETF-Related Bliss Evaporates 27-10-2021 19:39 Read
U.S. 5-Year Auction Short Stop Is Among Biggest of Past Decade 27-10-2021 19:38 Read
Video commentary for October 26th 2021 26-10-2021 20:47 Read
S&P's Best Earnings Run Since 1999 Meets Rebalance 26-10-2021 19:22 Read
Smashing Atoms: The History of Uranium and Nuclear Power 26-10-2021 19:18 Read
China Urges Evergrande's Hui to Pay Debt With His Own Wealth 26-10-2021 19:14 Read
Robusta Coffee Prices Hit Highest Since 2011 on Supply Woes 26-10-2021 19:09 Read
Video commentary for October 25th 2021 25-10-2021 21:53 Read
Gold Extends Gain as Inflation Risks and Virus Concerns Persist 25-10-2021 21:51 Read
Email of the day on gold miners 25-10-2021 21:49 Read
Hertz Orders 100,000 Teslas in Rental-Market Shake-Up 25-10-2021 21:46 Read
Brazil Analysts Jack Up Inflation, Rate Forecasts as Woes Grow 25-10-2021 21:44 Read
Big Picture Long-Term Video October 22nd 22-10-2021 23:01 Read
Powell Says Fed on Track to Taper, Inflation Will Come Down 22-10-2021 22:59 Read
China Vows to Keep Property Curbs, Evergrande Risk Seen Limited 22-10-2021 22:57 Read
Russia sharply raises key rate as prices soar 22-10-2021 22:55 Read
Video commentary for October 21st 2021 21-10-2021 21:56 Read
Guedes Cites 'Waiver' for Fiscal Cap Bolsonaro Pledged to Uphold 21-10-2021 19:51 Read
West Coast ports to stay open 24/7 under U.S. plan to relieve supply chain issues 21-10-2021 19:46 Read
Email of the day on recycled gold 21-10-2021 19:40 Read
Video commentary for October 20th 2021 20-10-2021 20:16 Read
Did Bitcoin Kill Gold's Monetary Utility? 20-10-2021 19:18 Read
China's Falling Home Prices Cast Another Shadow Over Economy 20-10-2021 19:14 Read
Apple's iPhone Partner Foxconn Unveils First Electric Vehicles 20-10-2021 19:11 Read
Video commentary for October 19th 2021 19-10-2021 20:55 Read
Grayscale Files to Turn Biggest Bitcoin Fund Into an ETF 19-10-2021 19:45 Read
Disruptive Innovations VIII 19-10-2021 19:40 Read
Quarterly Global Outlook 4Q 2021 19-10-2021 19:37 Read
Video commentary for October 18th 2021 18-10-2021 21:30 Read
New Zealand Inflation Surges to Fastest Pace in 10 Years 18-10-2021 20:13 Read
Email of the day on UK renewable energy listings 18-10-2021 20:09 Read
Radiant aims to replace diesel generators with small nuclear reactors 18-10-2021 20:08 Read
Big Picture Long-Term video for October 15th 2021 15-10-2021 21:36 Read
China Breaks Silence on Evergrande, Says Risks Controllable 15-10-2021 21:34 Read
Rising Rents Are Fueling Inflation, Posing Trouble for the Fed 15-10-2021 21:32 Read
Fertilizer Woes Paint Bleak Outlook for the Pantry 15-10-2021 21:30 Read
Video commentary for October 14th 2021 14-10-2021 21:00 Read
Modi Says India Can't Afford to Go Slow on New Infrastructure 14-10-2021 19:25 Read
BOE Says Crypto Now Bigger Than Subprime Debt That Led to Crash 14-10-2021 19:20 Read
Musings from the Oil Patch October 12th 14-10-2021 19:18 Read
Video commentary for October 13th 2021 13-10-2021 20:52 Read
SepQ'21 preview & price deck update 13-10-2021 19:31 Read
This Company is Reinventing the Wheel and Ditching the Rubber Tire 13-10-2021 18:56 Read
Uranium ETFs Roaring Back After $1 Billion Influx on Nuclear Bet 13-10-2021 18:52 Read
Video commentary for October 12th 2021 12-10-2021 20:48 Read
The Death and Birth of Technological Revolutions 12-10-2021 19:44 Read
Soaring Costs Squeeze Japan Inc. as Firms Hold Their Prices Flat 12-10-2021 19:41 Read
Gloves Come Off in EU Clash With Rogue Members Over Rule of Law 12-10-2021 19:38 Read
Video commentary for October 11th 2021 11-10-2021 21:43 Read
IFTA Presentation 2021 11-10-2021 20:23 Read
China Bonds Slide Most Since August as Bets on Easing Unravel 11-10-2021 20:22 Read
ECB's Lane Says One-Off Wage Rise No Sign of Sustained Inflation 11-10-2021 20:19 Read
Lumber prices have risen 50% since August, and 2 experts say the resurgence will continue through early 2022 11-10-2021 19:52 Read
Big Picture Long-Term video October 8th 2021 08-10-2021 21:27 Read
Strategy Data Pack October 2021 08-10-2021 19:39 Read
O'zapft is! The gold/Oktoberfest beer ratio 2021 08-10-2021 19:36 Read
Global: The one on Tsars, Muftis, Weathermen and Energy Prices 08-10-2021 19:33 Read
Video commentary for October 7th 2021 07-10-2021 21:22 Read
Alibaba, Didi, and Other Chinese Tech Stocks Surge as U.S.-China Relations Brighten 07-10-2021 19:53 Read
Schumer Says Debt-Limit Deal Reached, With Vote Possible Today 07-10-2021 19:52 Read
Stablecoin Tether Grows Into Crypto World's $69 Billion Mystery 07-10-2021 19:49 Read
IFTA 2021 Conference: The Future Through The Eyes of Technical Analysis 07-10-2021 00:24 Read
Video commentary for October 6th 2021 06-10-2021 21:37 Read
Putin Offers to Stabilize Gas Markets "on an Absolutely Commercial Basis" 06-10-2021 20:38 Read
Tony the Tiger's road to appearing in a Kellogg's worker protest 06-10-2021 20:26 Read
The Importance of Bitcoin Upgrades and Layer Two Applications 06-10-2021 20:23 Read
Video commentary for October 5th 2021 05-10-2021 21:45 Read
Beijing Blinked First in China's Energy Crisis 05-10-2021 21:40 Read
Oil jumps 2%, hits 3-year high as OPEC+ sticks to output plan 05-10-2021 21:37 Read
Lordstown to Sell Ohio Plant to Foxconn in $280 Million Deal 05-10-2021 21:34 Read
Video commentary for October 4th 2021 04-10-2021 21:24 Read
Amazon Turns Negative for 2021 as Higher Yields Add to Pressure 04-10-2021 21:17 Read
World's biggest clean energy project to power Singapore from Australia 04-10-2021 21:09 Read
Email of the day on politically secure mining jurisdictions 04-10-2021 21:03 Read
Big Picture Long-Term Video October 1st 2021 01-10-2021 21:51 Read
Secular Themes Review October 2021 01-10-2021 21:47 Read

September 2021

Title Release date Read
Video commentary for September 30th 2021 30-09-2021 21:38 Read
Gold Surge Looks More Flow-Based than Fundamental 30-09-2021 20:33 Read
Palm Oil Ends Quarter With a Surge on Global Oilseed Shortage - 30-09-2021 20:32 Read
Indonesia Parliament Approves 2022 Budget, Pushes Tax Reform Law 30-09-2021 20:24 Read
Video commentary for September 29th 2021 29-09-2021 20:36 Read
China Keeps Cash Engine Running in Ninth Day of Injections 29-09-2021 19:49 Read
Dollar Tree to Add Products Above $1 in Dollar Tree Plus Stores 29-09-2021 19:45 Read
Solar ETF Drops Most in Four Months as China Rattles Sector 29-09-2021 19:42 Read
Video commentary for September 28th 2021 28-09-2021 20:56 Read
"Can't Lose" Mentality Puts S&P 500 in Bigger Trouble, BofA Says 28-09-2021 20:48 Read
Email of the day on China's energy challenges 28-09-2021 20:45 Read
Email of the day on Rolls Royce 28-09-2021 20:39 Read
Video commentary for September 27th 2021 27-09-2021 21:07 Read
Email of the day on the Fed is the one that usually kills bull markets 27-09-2021 19:19 Read
New all-solid-state battery holds promise for grid storage and EVs 27-09-2021 19:13 Read
Email of the day - on the copper/silver ratio: 27-09-2021 19:10 Read
Email of the day on investing for inflation: 27-09-2021 19:08 Read
Big Picture Long-Term video September 24th 2021 24-09-2021 20:54 Read
Roubini Says He's "Dr. Realist" by Warning of Global-Debt Trap 24-09-2021 19:33 Read
Chris Wood On India's Property Cycle, Capex And Risks Facing Stock Market 24-09-2021 19:27 Read
Email of the day on Chinese property developer bonds 24-09-2021 19:24 Read
Email of the day on slower Chinese growth: 24-09-2021 19:22 Read
Email of the day on accessing the Service via Tesla's onboard browser 24-09-2021 19:20 Read
Spurious Correlations 24-09-2021 19:18 Read
Video commentary for September 23rd 2021 23-09-2021 22:01 Read
BOE Opens The Door for 2021 Rate Hike as Inflation Seen Above 4% 23-09-2021 20:37 Read
Evergrande marks the end of China's economic miracle 23-09-2021 20:33 Read
Sugar Futures Climb on Bullish Energy Signs as Coffee Gains 23-09-2021 20:30 Read
Video commentary for September 22nd 2021 22-09-2021 21:00 Read
Fed Signals Bond-Buying Taper May Start Soon, Split on 2022 Hike 22-09-2021 20:55 Read
Global Traders Given Evergrande Reprieve as PBOC Adds Liquidity 22-09-2021 20:46 Read
Crypto Risks Existential Threat as U.S. Crackdown Gathers Steam 22-09-2021 20:44 Read
Video commentary for September 21st 2021 21-09-2021 22:12 Read
Is Evergrande a risk for global financial markets? 21-09-2021 21:55 Read
IEA Says Russia Could Do More to Boost Europe's Gas Supply 21-09-2021 21:52 Read
Uber shares jump after finally set to halt quarterly losses 21-09-2021 19:59 Read
Video commentary for September 20th 2021 20-09-2021 21:58 Read
Market Contagion Tests Xi's Resolve on Evergrande, Property Curbs 20-09-2021 20:12 Read
Dow Theory 20-09-2021 20:09 Read
The Third Revolution in Warfare 20-09-2021 19:43 Read
Big Picture Long-Term Video September 17th 2021 17-09-2021 21:22 Read
Lucid Air blows past the competition (Tesla) with 520-mile EPA range 17-09-2021 21:21 Read
Email of the day on Microsoft 17-09-2021 21:16 Read
How China's Pollution Fight Is Roiling Commodities 17-09-2021 21:14 Read
Video commentary for September 16th 2021 16-09-2021 21:08 Read
Macau's Future in Doubt as Crackdown Spurs Global Casino Selloff 16-09-2021 21:05 Read
Volkswagen Says Chip Crisis Won't Ease Until Second Half of 2022 16-09-2021 21:02 Read
Does Tax Efficiency Just Delay the Tax Burden? 16-09-2021 20:59 Read
Video commentary for September 15th 2021 15-09-2021 20:28 Read
China Tech Crackdown, a short-term pain for the new growth phase? 15-09-2021 20:23 Read
Priciest Food Since 1970s Is a Big Challenge for Governments 15-09-2021 20:21 Read
Key U.K. Power Cable Will Be Partly Knocked Out Until March 15-09-2021 20:17 Read
Video commentary for September 14th 2021 14-09-2021 21:06 Read
Chinese Banks Are Dumping Dollars in Swap Markets, Traders Say 14-09-2021 19:39 Read
Email of the day on Modern Monetary Theory 14-09-2021 19:35 Read
Amazon and Walmart are Winning the Labor Market Wars 14-09-2021 19:34 Read
Video commentary for September 13th 2021 13-09-2021 21:05 Read
The Apple v. Epic Decision 13-09-2021 21:02 Read
Walmart Denies Litecoin Pact After Hoax Jolts Crypto Market 13-09-2021 21:00 Read
Japan's Leadership Rivals Diverge on Economic Paths After Covid 13-09-2021 20:58 Read
Big Picture Long Term video September 10th 2021 10-09-2021 21:36 Read
A Momentous Shift Is Taking Shape in the Labor Market 10-09-2021 21:33 Read
Brazil's Bolsonaro: Only God will remove me from power 10-09-2021 21:29 Read
Shanghai Copper Stockpiles at Lowest in a Decade, Nickel Jumps 10-09-2021 21:26 Read
Video commentary for September 9th 2021 09-09-2021 20:56 Read
China Lets Evergrande Reset Debt Terms to Ease Cash Crunch - 09-09-2021 19:59 Read
Dispelling Myths In The Value vs. Growth Debate 09-09-2021 19:55 Read
ECB Slows Crisis Stimulus in Shift Lagarde Insists Isn't a Taper 09-09-2021 19:54 Read
Video commentary for September 8th 2021 08-09-2021 22:46 Read
Email of the day on China Evergrande's impending bankruptcy. 08-09-2021 22:38 Read
More U.S. LNG Heads to Brazil, Nearing Ranks of Top Asian Buyers 08-09-2021 22:34 Read
Uranium Surges to Six-Year High as Fund Buys Up Physical Supply 08-09-2021 22:31 Read
Video Commentary for September 7th 2021 07-09-2021 21:59 Read
Crypto Platform Bitso to Service El Salvador's Bitcoin Wallet 07-09-2021 21:07 Read
Johnson Hands Workers, Firms $17 Billion Annual Health Bill 07-09-2021 21:04 Read
RBA Sticks With Cautious Taper Plan as Delta Sweeps Economy 07-09-2021 21:02 Read
Big Picture Long-Term Video September 3rd 2021 03-09-2021 22:15 Read
Comment of the Day will next be updated on Tuesday September 7th in observance of the Labor Day holiday. 03-09-2021 22:15 Read
Secular Themes Review September 2021 03-09-2021 21:08 Read
Eoin's personal portfolio: commodity long increased August 27th 03-09-2021 00:30 Read
Video commentary for September 2nd 2021 02-09-2021 22:08 Read
BRIC By Brick: The Demographic Dream Unravels 02-09-2021 21:09 Read
Email of the day - on candlestick patterns 02-09-2021 21:07 Read
Evergrande Contagion Fear Returns as Bonds Tumble Below 30 Cents 02-09-2021 21:06 Read
Email of the day on food price inflation and political polarisation 02-09-2021 21:01 Read
Video commentary for September 1st 2021 01-09-2021 20:40 Read
North American Gas Markets Now in Deficit 01-09-2021 18:22 Read
Australia's Economy Had More Speed Than Thought as Delta Hit 01-09-2021 18:11 Read
Biden administration ramps up antitrust efforts amid worries about high prices 01-09-2021 18:09 Read

August 2021

Title Release date Read
Video commentary for August 31st 2021 31-08-2021 20:41 Read
Strong Demand Keeps India on Path to World's Fastest Growth 31-08-2021 19:16 Read
Visa Takes First Step Into NFTs With CryptoPunk Purchase for Almost $150K 31-08-2021 19:14 Read
How water shortages are brewing wars 31-08-2021 19:12 Read
Please note Comment of the Day will next be updated on August 31st due to the UK Bank Holiday. 27-08-2021 22:13 Read
Big Picture Long-Term video August 27th 2021 27-08-2021 20:47 Read
Powell Says Taper Could Start in 2021, With No Rush on Rate Hike 27-08-2021 20:37 Read
Fearing Inflation, Germans Load Up on Gold Bars 27-08-2021 20:36 Read
Email of the day on bitcoin's reliability as an investment: 27-08-2021 20:34 Read
Video commentary for August 26th 2021 26-08-2021 21:44 Read
The SPAC+ Fund - Uniquely Designed to Solve Today's Most Difficult Portfolio Problem 26-08-2021 21:37 Read
China's CSI 300 Slides, Weighed Down by Moutai, Wuliangye 26-08-2021 21:35 Read
VW and Daimler Going Electric Overwhelms German Auto Suppliers 26-08-2021 21:33 Read
Eoin's personal portfolio: short closed August 13th 26-08-2021 01:40 Read
Video commentary for August 25th 2021 25-08-2021 22:01 Read
Shortages From Chips to Paper Are Threatening Germany�s Recovery 25-08-2021 19:06 Read
Supply Squeezes are Reappearing Everywhere in Key Metal Markets 25-08-2021 19:04 Read
Bond Math Reveals Secret to Big Tech's Fate in U.S. Stock Market 25-08-2021 18:59 Read
Japanese scientists produce first 3D-bioprinted, marbled Wagyu beef 25-08-2021 18:54 Read
Video commentary for August 24th 2021 24-08-2021 21:52 Read
Iron Ore Spikes With Commodities Markets Set for Demand Revival 24-08-2021 21:47 Read
Brazil farmers remove dead coffee trees, some switching to grains 24-08-2021 21:45 Read
Amazon offers £1,000 golden hellos to new warehouse workers to meet booming demand amid worsening UK recruitment crisis 24-08-2021 21:43 Read
Video commentary for August 23rd 2021 23-08-2021 20:07 Read
Powell's Jackson Hole Gamble Runs Risk of Backfiring 23-08-2021 18:53 Read
What interns and new grads really get paid at top tech companies 23-08-2021 18:51 Read
World's biggest wind turbine shows the disproportionate power of scale 23-08-2021 18:49 Read
Big Picture Long-Term video August 20th 2021 20-08-2021 21:37 Read
Money Managers Race to Launch First U.S. Bitcoin ETF After SEC Signal 20-08-2021 21:35 Read
Delta Impact on Consumer Behavior Will Delay Tapering Announcement 20-08-2021 21:32 Read
A Tsunami of Disability Is Coming as a Result of ‘Long COVIDʼ 20-08-2021 21:30 Read
Video commentary for August 19th 2021 19-08-2021 22:35 Read
Amazon steps closer to modern Sears 19-08-2021 21:39 Read
Evergrande Slumps as Investors See No Bailout After Huarong 19-08-2021 21:37 Read
It's Not Just Poppies 19-08-2021 21:35 Read
Video commentary for August 18th 2021 18-08-2021 21:19 Read
Luxury Stocks Sink as China's Comments on Wealth Cause Jitters 18-08-2021 19:45 Read
Chip Crisis Shows Signs of Easing, But There's a Catch 18-08-2021 19:43 Read
Shipping bottlenecks set to prolong supply chain turmoil 18-08-2021 19:40 Read
Video commentary for August 17th 2021 17-08-2021 23:00 Read
Inflation Tempers Americans' Enthusiasm About Red-Hot Economy 17-08-2021 22:43 Read
BHP Bets on Lower-Carbon World With Petroleum Exit, $5.7 Billion Potash Project 17-08-2021 22:38 Read
Beijing Tightens Grip on ByteDance With Rare China Board Seat 17-08-2021 22:34 Read
Video commentary for August 16th 2021 16-08-2021 22:24 Read
Strong Earnings vs Mid Cycle De-Rating 16-08-2021 19:33 Read
Cost to Bury Carbon Near Tipping Point as Emissions Price Soars 16-08-2021 19:30 Read
Dictatorship of Xi Jinping threatens the Chinese state itself 16-08-2021 19:25 Read
Big Picture Long-Term video is posted in the Subscriber's Area. 13-08-2021 22:23 Read
Bitcoin's Surge Lacks Extreme Leverage That Powered Past Rallies 13-08-2021 22:19 Read
China coronavirus infection closes shipping terminal at massive Ningbo-Zhoushan Port as container rates soar 13-08-2021 22:18 Read
Rand Gains as South Africa Finance Head Pledges Fiscal Restraint 13-08-2021 22:14 Read
Video commentary for August 12th 2021 12-08-2021 22:22 Read
TransDigm Enters Bidding for U.K. Defense Supplier Meggitt 12-08-2021 20:26 Read
Rio Dumped After Massive Dividend 12-08-2021 20:24 Read
Email of the day on the delta variant 12-08-2021 20:22 Read
Eoin's personal portfolio: first baby step buy level triggered. August 9th 2021 12-08-2021 00:08 Read
Video commentary for August 11th 2021 11-08-2021 21:30 Read
Hackers Return Funds From Likely Record DeFi Crypto Attack 11-08-2021 20:13 Read
Gold Gains as More Moderate U.S. Inflation Eases Taper Fears 11-08-2021 20:08 Read
Email of the day - on hydrogen 11-08-2021 20:05 Read
Video commentary for August 10th 2021 10-08-2021 21:25 Read
U.S. Sanctions on Belarus Potash Leave Out Its Sole Seller 10-08-2021 19:44 Read
Predicting Equity Returns with Inflation 10-08-2021 19:25 Read
COVID: 90% of patients treated with new Israeli drug discharged in 5 days 10-08-2021 19:21 Read
Video commentary for August 9th 2021 09-08-2021 22:09 Read
Scientists Reach 'Unequivocal' Consensus on Human-Caused Warming 09-08-2021 20:13 Read
Gold Claws Back Some Ground After Early Morning Flash Crash 09-08-2021 20:10 Read
China's Covid-Zero Strategy Risks Leaving It Isolated for Years 09-08-2021 20:07 Read
Big Picture Long-Term video August 6th 2021 06-08-2021 22:51 Read
Secular Themes Review August 6th 2021 06-08-2021 22:46 Read
Eoin's personal portfolio: trading longs initiated 06-08-2021 00:47 Read
Video commentary for August 5th 2021 05-08-2021 20:47 Read
The IEA Ushers In The Coming Oil Crisis 05-08-2021 19:43 Read
Investors Are Ignoring a Dangerous Crackdown on Press Freedom 05-08-2021 19:40 Read
Philippine Peso Drops Most Since 2013 Ahead of Manila Lockdown 05-08-2021 19:38 Read
Eoin's personal portfolio: stock market short opened August 2nd 05-08-2021 00:07 Read
Video commentary for August 4th 2021 04-08-2021 23:02 Read
Miners and Dividends 04-08-2021 22:23 Read
The ethereum upgrade that will destroy coins is happening August 5. Here are 4 things you need to know 04-08-2021 22:00 Read
Trend Compendium 2050: Six MegaTrends that will shape the world 04-08-2021 21:58 Read
Video commentary for August 3rd 2021 03-08-2021 21:10 Read
Email of the day on crackpot epidemiology versus crackpot epistemology: 03-08-2021 19:54 Read
Email of the day - on investing for the long term. 03-08-2021 19:46 Read
Gaming? China's Big Crackdown Is on Big Capital 03-08-2021 19:42 Read
Video commentary for August 2nd 2021 02-08-2021 21:13 Read
More Derating as Revision Breadth Rolls 02-08-2021 20:10 Read
Virus Flares in Wuhan as Delta Challenges China's Defenses 02-08-2021 20:06 Read
Crypto Game Axie Infinity Has Generated $84.9M in One Month 02-08-2021 20:04 Read

July 2021

Title Release date Read
Big Picture Long-Term video July 30th 2021 30-07-2021 22:51 Read
Lucid Motors kicks off market debut with EV factory expansion plans 30-07-2021 22:49 Read
Exxon and Chevron Profits Rebound to Pre-Pandemic Levels 30-07-2021 22:47 Read
Why COVID cases are now falling in the UK - and what could happen next 30-07-2021 22:45 Read
Eoin's personal portfolio: stock market profit taken July 16th 2021 30-07-2021 00:42 Read
Video commentary for July 29th 2021 29-07-2021 21:58 Read
What growing avocados in Sicily tells us about climate change and the future of food 29-07-2021 21:52 Read
SpaceX to be Tokenized 29-07-2021 21:50 Read
We Are Entering a Time of Financial Repression 29-07-2021 21:46 Read
Video commentary for July 28th 2021 28-07-2021 21:31 Read
Geithner Panel Warns of More Treasuries Meltdowns Without Reform 28-07-2021 19:20 Read
China Convenes Banks in Bid to Restore Calm After Stock Rout 28-07-2021 19:14 Read
Pfizer Boosts Forecast for Vaccine Sales to $33.5 Billion 28-07-2021 19:11 Read
Video commentary for July 27th 2021 27-07-2021 23:44 Read
China Crisis? 27-07-2021 23:38 Read
Short Recession Confirms Hotter but Shorter Expansion 27-07-2021 23:36 Read
Apple Warns That Growth Will Slow After Record-Setting Sales 27-07-2021 23:35 Read
Email of the day on futures trading in Australia 27-07-2021 23:31 Read
Video commentary for July 26th 2021 26-07-2021 22:04 Read
Big US implications from Israel 26-07-2021 22:02 Read
New Oriental Frogs 26-07-2021 21:59 Read
Email of the day on deep learning 26-07-2021 21:54 Read
Bitcoin Rises Above $40,000 as Shorts, Amazon Job Ad Fuel Rally 26-07-2021 21:50 Read
Big Picture Long-Term video July 23rd 2021 23-07-2021 22:41 Read
Nike, Adidas Output Snarled as Covid Wave Shuts Asian Factories 23-07-2021 20:05 Read
China Said to Mull Turning Tutoring Firms Into Non-Profits 23-07-2021 20:02 Read
Zomato Soars 80% in Debut of India's New Tech Generation 23-07-2021 19:55 Read
U.K. School Trial Shows Daily Covid Tests Could Ease 'Pingdemic' 23-07-2021 19:44 Read
Video commentary for July 22nd 2021 22-07-2021 21:56 Read
ECB Revamps Guidance in Push to Hit Higher Inflation Goal 22-07-2021 21:53 Read
Variants and Volatility but Fundamentals Intact 22-07-2021 21:51 Read
Brazil's Frost May Kill Young Coffee Trees, Hurt Crops for Years 22-07-2021 21:45 Read
Video commentary for July 21st 2021 21-07-2021 21:32 Read
ASML's Record Order Levels Show Chipmakers Are Stocking Up 21-07-2021 19:56 Read
Enel installs 6.1 MWh vanadium redox flow battery in Spain 21-07-2021 19:51 Read
Bitcoin extends gain after retaking closely watched $30,000 mark 21-07-2021 19:48 Read
Video commentary for July 20th 2021 20-07-2021 22:05 Read
Stock Traders Buy the Dip as Cyclicals Drive Rally 20-07-2021 19:47 Read
Email of the day on China's data security law: 20-07-2021 19:44 Read
Five companies make quarter of world's single use plastics 20-07-2021 19:41 Read
Video commentary for July 19th 2021 19-07-2021 20:48 Read
"Same Old, But Not Old Same" 19-07-2021 20:44 Read
U.K. Set for Big Reopening as Cases Soar Most in the World 19-07-2021 20:42 Read
Email of the day on South Africa reportedly from Clem Sauter: 19-07-2021 20:39 Read
Big Picture Long-Term Video July 16th 2021 16-07-2021 22:53 Read
The Future of Space Is Bigger Than Bezos, Branson or Musk 16-07-2021 22:51 Read
German Death Toll Exceeds 100 After Worst Floods in Decades 16-07-2021 22:48 Read
Email of the day on tin 16-07-2021 22:45 Read
Weekend Reading and Listening July 16th 2021 16-07-2021 22:21 Read
Video commentary for July 15th 2021 15-07-2021 20:31 Read
HELOCs 15-07-2021 19:06 Read
On Target July 15th 2021 15-07-2021 19:04 Read
TSMC Raises Sales Outlook, Affirming Global Chip Kingpin Role 15-07-2021 19:02 Read
Eoin's personal portfolio: stock market long increased July 8th 2021 15-07-2021 01:41 Read
Video commentary for July 14th 2021 14-07-2021 21:52 Read
How China's New Carbon Market Will Work 14-07-2021 20:50 Read
World Hunger Hit 15-Year High as Virus Stifled Food Access 14-07-2021 20:46 Read
Email of the day on Seadrill 14-07-2021 20:44 Read
Moderna's Next Act Is Using mRNA vs. Flu, Zika, HIV and Cancer 14-07-2021 20:40 Read
Video commentary is posted in the Subscriber's Area 13-07-2021 21:33 Read
U.S. Consumer Prices Jump Most Since 2008, Topping All Estimates 13-07-2021 21:20 Read
Chinese Tech Stocks Jump After Tencent Gets Deal Approval 13-07-2021 21:16 Read
Rioters Undeterred by Army Wreak Havoc in South Africa 13-07-2021 21:14 Read
Video commentary for July 12th 2021 12-07-2021 21:49 Read
Branson's Space Jaunt Worth $841 Million for Virgin Galactic 12-07-2021 21:44 Read
Investors in Japan Stocks Expect Turning Point After Olympics 12-07-2021 21:40 Read
PE Daily: Private Equity's IPO Boom 12-07-2021 21:35 Read
Big Picture Long-Term video July 9th 2021 09-07-2021 22:06 Read
Europe to Propose End of Combustion Engine Era in Green Overhaul 09-07-2021 22:00 Read
Orocobre June Quarter Output 3,300 Tonnes of Lithium Carbonate 09-07-2021 20:22 Read
China Is the First Crack in the Covid Recovery 09-07-2021 20:19 Read
Video commentary for July 8th 2021 08-07-2021 21:58 Read
ECB Unveils Policy Regime Change That Lets Inflation Overshoot 08-07-2021 20:43 Read
U.S. Seeks to Lower Spiking Shipping Costs With Competition 08-07-2021 20:40 Read
Wells Fargo Plans to Stop Offering Personal Lines of Credit 08-07-2021 20:35 Read
Video commentary for July 7th 2021 07-07-2021 22:37 Read
Australia Central Bank Takes First Steps to Paring Stimulus 07-07-2021 22:07 Read
Email of the day on construction work, supply bottlenecks and Japan 07-07-2021 22:04 Read
Rare Griffon vulture saved with help from a military drone 07-07-2021 22:02 Read
Eoin's personal portfolio: stock market position reversed and commodity long increased June 22nd 07-07-2021 00:49 Read
Video commentary for July 6th 2021 06-07-2021 21:58 Read
U.S. Service Industries Expand at Slower Pace Than Expected 06-07-2021 20:28 Read
Email of the day - on Ethereum as a crypto panacea: 06-07-2021 20:22 Read
SoftBank, Biggest Investor in Didi, Sinks After China Blocks App 06-07-2021 20:14 Read
Big Picture Long Term Video July 2nd 2021 02-07-2021 23:14 Read
Secular Themes Review July 2nd 2021 02-07-2021 23:12 Read
Video commentary for July 1st 2021 01-07-2021 21:28 Read
Saudis, Russia in Tentative Deal for Gradual Oil-Output Hike 01-07-2021 20:26 Read
Xi Warns China's Foes Will Break Against "Steel Great Wall" 01-07-2021 20:24 Read
Ray Dalio and Larry Summers Discuss the New Paradigm 01-07-2021 20:22 Read

June 2021

Title Release date Read
Video commentary for June 30th 2021 30-06-2021 22:46 Read
Email of the day on money supply and gold 30-06-2021 22:17 Read
Crop Prices Soar as Drought and Heat Grip U.S., Canada 30-06-2021 22:12 Read
Private Equity Gears Up for the Siege of Japan Inc. 30-06-2021 22:09 Read
Video commentary for June 29th 2021 29-06-2021 23:48 Read
Email of the day - on Basel III and gold: 29-06-2021 20:23 Read
Deadly Delta Variant Starts to Ripple Through Emerging Markets 29-06-2021 20:21 Read
CVPR 2021 Workshop on Autonomous Vehicles 29-06-2021 19:56 Read
Video commentary for June 28th 2021 28-06-2021 22:13 Read
Bitcoin, Currencies, and Bubbles 28-06-2021 20:22 Read
India Shifts 50,000 Troops to China Border in Historic Move 28-06-2021 20:20 Read
The IPO Market Has Never Been Hotter Than It Is Right Now 28-06-2021 20:18 Read
Big Picture Long-Term Video June 25th 2021 25-06-2021 22:51 Read
World's first lab-grown-meat factory opens in Israel 25-06-2021 22:49 Read
China Banks Stockpile Record $1 Trillion of Foreign Exchange 25-06-2021 22:45 Read
The Gold Digger 25-06-2021 22:43 Read
Video commentary for June 24th 2021 24-06-2021 22:02 Read
Copper/Gold ratio 24-06-2021 19:39 Read
BOE Warns Against Tightening Too Soon as Inflation Surges 24-06-2021 19:31 Read
Tilting The Odds In Your Favour 24-06-2021 19:27 Read
Video commentary for June 23rd 2021 23-06-2021 21:10 Read
The monumental challenge of trying to hit climate targets 23-06-2021 19:52 Read
South African Brothers Vanish, and So Does $3.6 Billion in Bitcoin 23-06-2021 19:45 Read
India to Spend $9.1 Billion on Free Rice and Wheat for the Poor 23-06-2021 19:43 Read
Video commentary for June 22nd 2021 22-06-2021 22:09 Read
Email of the day on China Evergrande's debt issues 22-06-2021 22:00 Read
'Value' Label Haunting Japanese Shares Again: Taking Stock 22-06-2021 21:52 Read
Billionaire caught in 'world first' crypto bloodbath 22-06-2021 21:48 Read
Video commentary for June 21st 2021 21-06-2021 22:01 Read
Raisi Victory Will Delay Return of Iran's Oil, Analysts Say 21-06-2021 20:46 Read
Bitcoin Drops as Hashrate Declines With China Mining Crackdown 21-06-2021 20:43 Read
China's tech workers pushed to limits by surveillance software 21-06-2021 20:39 Read
Big Picture Long-Term Video June 18th 2021 18-06-2021 21:30 Read
Luxury Boom Helps Birkin Bag Maker Overtake a Beer Giant 18-06-2021 19:43 Read
Eoin's personal portfolio: stock market short initiated 18-06-2021 19:40 Read
As good as it gets, for now 18-06-2021 19:39 Read
"Mosquito smoothies" streamline production of promising malaria vaccine 18-06-2021 19:33 Read
Video commentary for June 17th 17-06-2021 18:46 Read
Seaborg plans to rapidly mass-produce cheap, floating nuclear reactors 17-06-2021 17:45 Read
Lifting the mask 17-06-2021 17:42 Read
Xi Taps Top Deputy to Lead China's Chip Battle Against U.S 17-06-2021 17:34 Read
Eoin's personal portfolio: crypto stop triggered May 14th 2021 17-06-2021 00:39 Read
Video commentary for June 16th 2021 16-06-2021 21:57 Read
FOMC Dots Offer Up a Hawkish Shocker 16-06-2021 20:17 Read
China's Campaign to Control Commodities Goes Into Overdrive 16-06-2021 20:10 Read
Top Oil Traders Say Emissions Market Could Challenge Crude 16-06-2021 20:08 Read
Video commentary for June 15th 2021 15-06-2021 21:37 Read
Copper's Supercharged Rally Creaks on Signs of Softer Demand 15-06-2021 20:31 Read
Zombies Are on the March in Post-Covid Markets 15-06-2021 20:28 Read
Email of the day on cybersecurity 15-06-2021 20:23 Read
Email of the day on Japanese indices 15-06-2021 20:16 Read
Video commentary for June 14th 2021 14-06-2021 21:35 Read
Peak Rate of Change on Growth and Inflation? 14-06-2021 19:56 Read
The Impact of the NSFR on the Precious Metals Market 14-06-2021 19:50 Read
China's Amazon for Autonomous Driving Data: Hyperdrive Daily 14-06-2021 19:48 Read
Big Picture Long-Term video June 11th 2021 11-06-2021 22:13 Read
Email of the day on inflationary pressures 11-06-2021 22:11 Read
Email of the day - on supply inelasticity in chip supply 11-06-2021 22:10 Read
Update: Bitcoin, Crypto and Digital Currencies 11-06-2021 22:07 Read
A year of disruption in the private markets 11-06-2021 21:59 Read
Video commentary for June 10th 2021 10-06-2021 22:07 Read
ECB Renews Pledge on Faster Buying to Ensure Crisis Rebound 10-06-2021 21:53 Read
Green Aviation - A Primer 10-06-2021 21:43 Read
'U' got the love - upgrading our uranium price deck 10-06-2021 21:38 Read
Video commentary for June 9th 2021 09-06-2021 21:34 Read
Inflation: The defining macro story of this decade 09-06-2021 19:45 Read
Nornickel Resumes Ore Mining at Taimyrsky Mine 09-06-2021 19:42 Read
Warner-Discovery, French Deal 'Dramatically' Push M&A Up European TV Agenda 09-06-2021 19:40 Read
Video commentary for June 8th 2021 08-06-2021 22:10 Read
Colonial Pipeline's Bitcoin Ransom Mostly Recouped by U.S. 08-06-2021 21:24 Read
Man Group-Oxford Quants Say Their AI Can Predict Stock Moves 08-06-2021 20:36 Read
Where to Frack Next: La La Land 08-06-2021 20:33 Read
Video commentary for June 7th 2021 07-06-2021 22:44 Read
The Hot New Vision for Crypto Is Wildly Different From Bitcoin 07-06-2021 20:28 Read
Peru Riven in Two With Presidential Election Too Close to Call 07-06-2021 20:24 Read
Biogen Alzheimer's Drug Approved in Disease Landmark 07-06-2021 20:21 Read
Big Picture Long-Term Video June 4th 2021 04-06-2021 23:16 Read
Secular Themes Review June 4th 2021 04-06-2021 21:16 Read
Video commentary for June 3rd 2021 03-06-2021 22:26 Read
The Fed's Small Unwind May Have Big Implications for Credit 03-06-2021 22:10 Read
Global Food Prices Surge to Near Decade High, UN Says 03-06-2021 22:08 Read
Email of the day on post pandemic recovery candidates 03-06-2021 22:06 Read
Video commentary for June 2nd 2021 02-06-2021 22:04 Read
Australia's Economy Powers On, Recouping Pandemic Losses 02-06-2021 21:00 Read
South African rand rallies to highest in more than 2 years, stocks hit new high 02-06-2021 20:57 Read
Vietnam Stocks Set to Rally Further Despite Virus Resurgence 02-06-2021 20:56 Read
Video commentary for June 1st 2021 01-06-2021 22:43 Read
In Gold We Trust Q2 2021 01-06-2021 22:42 Read
U.S. says ransomware attack on meatpacker JBS likely from Russia 01-06-2021 22:06 Read
Mudrick Said to Sell AMC Stake, Calling Shares Overvalued 01-06-2021 21:58 Read

May 2021

Title Release date Read
Please Note - Comment of the Day and the Subscriber's video will next be updated on Tuesday in observance of the UK and US holiday 28-05-2021 22:50 Read
Big Picture Long-Term Video May 28th 2021 28-05-2021 22:40 Read
First named storm of hurricane season comes early because of warming seas 28-05-2021 22:39 Read
Fed Reverse Repo Primed to Top Record Demand Level at Month-End 28-05-2021 22:36 Read
ECB Expected to Keep Its Higher Bond-Buying Pace Through Summer 28-05-2021 22:34 Read
Video commentary for May 27th 2021 27-05-2021 22:51 Read
Advance your thinking on 10 critical themes 27-05-2021 22:48 Read
Bank of England likely to raise rates at some point in 2022 27-05-2021 22:45 Read
Video commentary for May 26th 2021 26-05-2021 21:57 Read
Email of the day - on platinum 26-05-2021 21:52 Read
Email of the day on emissions trading 26-05-2021 21:49 Read
EU May Sanction Belarus's Potash Industry by This Summer 26-05-2021 21:42 Read
Video commentary for May 25th 2021 25-05-2021 21:09 Read
China Stocks Jump Most Since July Amid Record Foreign Purchases 25-05-2021 19:46 Read
Email of the day on the value/growth ratio 25-05-2021 19:41 Read
Email of the day - on tops versus medium-term corrections 25-05-2021 19:39 Read
Video commentary for May24th 2021 24-05-2021 05:20 Read
How China Avoided Being Like Russia: The New Economy Saturday 24-05-2021 04:43 Read
Cars Are About to Get a Lot More Expensive 24-05-2021 04:41 Read
Solar Power's Decade of Falling Costs Is Thrown Into Reverse 24-05-2021 04:38 Read
Big Picture Long-Term video May 20th 2021 23-05-2021 21:15 Read
Email of the day - on the velocity of money 23-05-2021 04:41 Read
Net Zero by 2050 A Roadmap for the Global Energy Sector 23-05-2021 04:25 Read
Now the Hard Part 23-05-2021 04:22 Read
Please note - Moving house update 21-05-2021 21:37 Read
Canadian Dollar is pick of commodity currencies 21-05-2021 19:01 Read
South African Central Bank Maintains That Next Rates Move Is Up 21-05-2021 18:59 Read
Tokyo Traders See Faster Vaccine Pace Driving Markets Higher 21-05-2021 18:57 Read
Email of the day - on type-2 top formation development and completion 21-05-2021 18:54 Read
Video commentary for May 19th 2021 19-05-2021 21:48 Read
Bitcoin Plunge Wipes $500 Billion From Value in Crypto Rout 19-05-2021 19:45 Read
Want To Understand Carbon Credits? Read This 19-05-2021 19:42 Read
Aliens Are (Probably) Not Harassing the U.S. Navy 19-05-2021 19:39 Read
Video commentary for May 18th 2021 18-05-2021 22:03 Read
Eurozone in Double-dip Recession as Mediterranean Economies Risk Another Lost Summer 18-05-2021 20:16 Read
Averting Climate Crisis Means No New Oil or Gas Fields, IEA Says 18-05-2021 20:12 Read
SGD Gains as Stock Rally Outweighs Virus Fear 18-05-2021 20:07 Read
Video commentary for May 17th 2021 17-05-2021 21:44 Read
Square Halts Bitcoin Purchases After Loss, Financial News Says 17-05-2021 20:45 Read
Gold Miners Rise With Prices on Weaker Dollar, Inflation Worry 17-05-2021 20:44 Read
Email of the day on India's demographics 17-05-2021 20:40 Read
Big Picture Long-Term video May 14th 2021 14-05-2021 22:16 Read
McDonald's, Amazon Accelerate Push Toward Higher Minimum Wage 14-05-2021 22:15 Read
Email of the day on investment trust resources from Jonathan Davis 14-05-2021 22:13 Read
Email of the day on copycat crypto offerings 14-05-2021 22:09 Read
Email of the day on the free daily email 14-05-2021 22:08 Read
Video commentary for May 13th 2021 13-05-2021 21:55 Read
Bitcoin Falls Below $50,000 as Musk Calls Energy Use 'Insane' 13-05-2021 21:53 Read
Email of the day - on China's growth potential 13-05-2021 21:49 Read
Over 700 Barges Stuck in Mississippi River From Bridge Crack 13-05-2021 21:43 Read
Eoin's personal portfolio: commodity long stop triggered, crypto stop introduced 13-05-2021 21:41 Read
Video commentary for May 12th 2021 12-05-2021 21:49 Read
The Days of Low Treasury Yields Are Numbered 12-05-2021 21:41 Read
Eoin's personal portfolio: trading profit taken, new short initiated and profit taken on investment position: 12-05-2021 21:38 Read
No Relief in Sight for World's Soy Supply Crunch, U.S. Says 12-05-2021 21:36 Read
Romania Holds EU's Highest Rates as Economy Trumps Inflation 12-05-2021 21:35 Read
Video commentary for May 11th 2021 11-05-2021 21:48 Read
China's Surging Factory Prices Add to Global Inflation Risks 11-05-2021 20:45 Read
Agronomics to raise GBP50 million to invest in "cultivated meat" 11-05-2021 20:42 Read
Coinbase Global 11-05-2021 20:40 Read
Please note - please direct queries to [email protected] 11-05-2021 00:54 Read
Eoin's personal portfolio: breakeven stop introduced April 29th 11-05-2021 00:52 Read
Video commentary for May 10th 2021 10-05-2021 21:49 Read
Email of the day - on rising inflationary pressures 10-05-2021 20:36 Read
Email of the day on shipping investment vehicles: 10-05-2021 20:30 Read
Pound Surges 1% as Risk of Imminent Scotland Referendum Recedes 10-05-2021 20:27 Read
Big Picture Long-Term video May 7th 2021 07-05-2021 23:17 Read
Secular Themes Review May 7th 2021 07-05-2021 22:53 Read
Please note - We are working on a technical issue with the Chart Library which may result in some down time over the next 24 hours. 06-05-2021 22:40 Read
Video commentary for May 6th 2021 06-05-2021 22:36 Read
Kellogg Gains Amid Unexpected Organic Sales Growth in 1Q 06-05-2021 20:23 Read
Americas May Lead World's Silver Mined-Supply Recovery 06-05-2021 20:20 Read
The Chip Shortage Keeps Getting Worse. Why Can't We Just Make More? 06-05-2021 20:19 Read
Video commentary for May 5th 2021 05-05-2021 21:57 Read
Gold CEO Blasts 'Hysterical' Fund Managers Chasing Quick Cash 05-05-2021 21:54 Read
Colombia Coffee Exports Halted by Protests, Federation Says 05-05-2021 21:50 Read
Chinese vaccines sweep much of the world, despite concerns 05-05-2021 21:48 Read
Video commentary for May 4th 2021 04-05-2021 21:53 Read
Yellen Says Spending May Spur 'Modest' Interest-Rate Increases 04-05-2021 20:12 Read
Cautious German Savers Brave the Stock Market 04-05-2021 20:08 Read
Email of the day on central bank digital currencies: 04-05-2021 20:05 Read

April 2021

Title Release date Read
Please note - Comment of the Day and the Subscriber's Video will next be updated on May 4th. 30-04-2021 23:10 Read
Big Picture Long-Term video April 30th 2021 30-04-2021 22:59 Read
Copper Boom Is Just Beginning for the CEO of Biggest Gold Miner 30-04-2021 20:52 Read
Email of the day on the inevitability of bitcoin's multiplication 30-04-2021 20:42 Read
Biden = Roosevelt: The Analogue 30-04-2021 20:39 Read
Video commentary for April 29th 2021 29-04-2021 21:55 Read
EBay Warns Pandemic Sales Boost Could Soon Fade; Shares Tumble 29-04-2021 21:01 Read
Shale CEO Sees Producers Staying Disciplined at $70 Crude Oil 29-04-2021 20:58 Read
The new Chrysalis Network is Live! 29-04-2021 20:54 Read
Video commentary for April 28th 2021 28-04-2021 22:06 Read
India Stocks Advance as Nation Ramps Up Virus Control Steps 28-04-2021 21:07 Read
Hoisington Quarterly Review and Outlook 28-04-2021 21:05 Read
What 175 years of data tell us about house price affordability in the UK 28-04-2021 21:03 Read
Eoin's personal portfolio: breakeven stop triggered 28-04-2021 01:54 Read
Video commentary for April 27th 2021 27-04-2021 21:45 Read
OPEC+ Confirms Plan to Gently Hike Supply as Demand Recovers 27-04-2021 20:13 Read
'Like science fiction,' Seattle startup sends laser-equipped robots to zap weeds on farmland 27-04-2021 20:10 Read
New malaria vaccine reports milestone 77 percent efficacy 27-04-2021 19:59 Read
Video commentary for April 26th 2021 26-04-2021 23:17 Read
Email of the day - on the world after COVID: 26-04-2021 23:01 Read
Container Shipping Insights The 'mega' trend to continue 26-04-2021 22:59 Read
China Widens Internet Crackdown With Meituan Monopoly Probe 26-04-2021 22:56 Read
Big Picture Long-Term video April 23rd 2021 23-04-2021 22:57 Read
Longer-Run Economic Consequences of Pandemics 23-04-2021 22:51 Read
A Chipmaker's Advice to the Auto Industry 23-04-2021 22:37 Read
Bitcoin's Big Selloff Was a Long Time Coming 23-04-2021 20:35 Read
Eoin's personal portfolio: both long and short positions opened 23-04-2021 00:09 Read
Video commentary for April 22nd 2021 22-04-2021 21:44 Read
Stocks Drop on Biden Plan to Lift Capital-Gain Tax 22-04-2021 21:11 Read
ECB's Failure to Communicate Frustrates Markets 22-04-2021 21:08 Read
China Blasts Australia's Decision to Cancel Belt and Road Deal 22-04-2021 21:06 Read
Corn, Soybeans, Wheat Surge on Chinese Demand, Weather Woes 22-04-2021 21:03 Read
Video commentary for April 21st 2021 21-04-2021 22:06 Read
Netflix Falls After Pandemic Boom Reverses to Rare Weakness 21-04-2021 20:54 Read
Canadian Dollar Gains as Traders Eye CPI With BOC Taper in Focus 21-04-2021 20:52 Read
Just Like Price of ETH, Ethereum Usage Is Seeing Consistent Growth 21-04-2021 20:49 Read
Eoin's personal portfolio: futures long opened March 30th 21-04-2021 00:54 Read
Video commentary for April 20th 2021 20-04-2021 21:50 Read
Priced for Perfection 20-04-2021 21:47 Read
Oatly Reveals Growing Losses, Revenue in U.S. IPO Filing 20-04-2021 21:40 Read
Trafigura Bets on Green-Nickel Squeeze in Defiance of China Cure 20-04-2021 21:35 Read
Chemical Maker Elementis Rejects Third Deal Offer in Five Months 20-04-2021 21:31 Read
Video commentary for April 19th 2021 19-04-2021 22:01 Read
Why Is Bitcoin Tumbling and What Is the Outlook for Prices? 19-04-2021 21:58 Read
How fintech companies are wrestling with commercial banks in Nigeria 19-04-2021 21:56 Read
Midas Touch 19-04-2021 21:54 Read
Email of the day on pre-hospitalisation treatments for COVID-19 19-04-2021 21:52 Read
Big Picture Long-Term video commentary for April 16th 2021 16-04-2021 22:55 Read
China opens its borders to billions of dollars of gold imports 16-04-2021 22:53 Read
Porsche's Electric Taycan Sales on Course to Eclipse Iconic 911 16-04-2021 22:50 Read
U.S. Infrastructure Plan May Lift These Three Brazilian Stocks 16-04-2021 21:27 Read
Video commentary for April 15th 2021 15-04-2021 21:56 Read
A Mystery in 10-Year Treasuries Has Links to Carry Trade Blowup 15-04-2021 21:12 Read
JAPAN VALUE An Island of Potential in a Sea of Expensive Assets 15-04-2021 21:10 Read
S. Africa Central Bank Governor Sees Room to Keep Rates Low 15-04-2021 21:02 Read
Video commentary for April 14th 2021 14-04-2021 21:44 Read
ECB's Lagarde: Economic Support Needed "Well Into the Recovery" 14-04-2021 21:41 Read
Russia Scores New Bond Record as Yields Drop on Summit Hopes 14-04-2021 21:39 Read
Trafigura Sees Green Copper Supercycle Driving Prices to $15,000 14-04-2021 21:36 Read
Video commentary for April 13th 2021 13-04-2021 21:48 Read
China Huarong's Plunging Bonds Point to Major Market Shift 13-04-2021 20:14 Read
Lumber Frenzy Drives Up Home Prices as Suppliers Can't Keep Up 13-04-2021 20:12 Read
Binance Launches Zero-Commission, Tradable Stock Tokens 13-04-2021 20:09 Read
Video commentary for April 12th 2021 12-04-2021 14:57 Read
Impatience 12-04-2021 14:48 Read
Big Picture Long-Term video April 9th 2021 09-04-2021 22:10 Read
China's Factory Price Surge Deepens Global Inflation Worries 09-04-2021 22:02 Read
Fragile Planet 2021 09-04-2021 21:55 Read
Email of the day on COVID-19 as an endemic nuisance 09-04-2021 21:53 Read
Video commentary for April 8th 2021 08-04-2021 22:07 Read
Email of the day on electric vehicles and reshoring 08-04-2021 22:01 Read
Email of the day on the gold/silver ratio: 08-04-2021 21:40 Read
Email of the day on corporate taxes: 08-04-2021 21:34 Read
Scientists Claim To Discover 'Unexpected' New Viruses in Wuhan 08-04-2021 21:25 Read
Video commentary for April 7th 2021 07-04-2021 21:39 Read
VanEck ViewPoint: The rhyme of history 07-04-2021 20:50 Read
Hydrogen could be the future of energy - but there's one big road block 07-04-2021 20:48 Read
Coinbase Will Be First Major Cryptocurrency Company To Go Public 07-04-2021 20:43 Read
Video commentary for April 6th 2021 06-04-2021 22:12 Read
Email of the day on the potential for a crash: 06-04-2021 20:54 Read
Gold Rises to Eight-Session High With Dollar, Yield Gains Ebbing 06-04-2021 20:51 Read
Biggest Mining Buyback in Years Propels Vale to All-Time High 06-04-2021 20:48 Read
Please note - Comment of the Day will be updated as normal on Tuesday. Happy easter 01-04-2021 23:53 Read
Big Picture Long-Term video April 1st 2021 01-04-2021 23:51 Read
Secular Themes Review April 1st 2021 01-04-2021 23:27 Read

March 2021

Title Release date Read
Video commentary for March 31st 2021 31-03-2021 21:31 Read
Voltswagen Is the Perfect Example of German Humor 31-03-2021 19:18 Read
Deliveroo Sinks 31% After IPO as Funds Shun Gig-Worker Model 31-03-2021 19:14 Read
Biden Plans $2.25 Trillion Spending, Corporate Tax Hikes 31-03-2021 18:55 Read
Video commentary for March 30th 2021 30-03-2021 22:01 Read
Morgan Stanley's Shalett Says Market Shows Signs of "Fragility" 30-03-2021 21:57 Read
Email of the day on where the most leverage resides 30-03-2021 21:54 Read
Elliott Management Sends Letter to Board of Directors of AT&T 30-03-2021 21:49 Read
Dutch Stock Benchmark AEX Set to Close at Record High 30-03-2021 21:09 Read
Video commentary for March 29th 2021 29-03-2021 21:35 Read
A Tiger Cub's Huge Margin Call Means More Pain Ahead 29-03-2021 21:11 Read
The return of the inflation spectre 29-03-2021 19:41 Read
The Giant Ship Blocking the Suez Canal Is Finally Freed 29-03-2021 19:38 Read
Eoin's personal portfolio: stock market index short closed 29-03-2021 00:28 Read
Big Picture Long-Term video March 26th 2021 26-03-2021 20:49 Read
Rio Tinto to deploy Heliogen's AI-powered industrial "solar refinery" 26-03-2021 18:50 Read
On Target March 2021 26-03-2021 18:47 Read
WeWork agrees to $9 billion SPAC deal in new path to go public 26-03-2021 18:44 Read
Message Received, Loud & Clear 26-03-2021 18:41 Read
Video commentary for March 25th 2021 25-03-2021 22:31 Read
Email of the day on bidding below the market. 25-03-2021 18:19 Read
The Euro's Viral Turn Is More Than Pseudoscience 25-03-2021 18:15 Read
Shipping Giants Look at Arduous Reroute to Avoid Blocked Suez 25-03-2021 18:03 Read
Video commentary for March 24th 2021 24-03-2021 22:15 Read
PBOC, BOJ May Be Driving Some of the Stock Rout Infecting Asia 24-03-2021 22:11 Read
Taiwan Raises Red Alert Over Water, Cuts Chipmakers' Supply 24-03-2021 18:57 Read
In Copper Country, Lawmakers Want a Bigger Share of the Windfall 24-03-2021 18:54 Read
Video commentary for March 23rd 2021 23-03-2021 10:55 Read
A Taiwan Crisis May End the American Empire 23-03-2021 10:51 Read
New soba noodle-making robot at Japan train station eatery can cook 150 servings an hour 23-03-2021 10:41 Read
Federal Reserves Powell Says CBDCs Need to Coexist With Cash 23-03-2021 10:31 Read
Video commentary for March 22nd 2021 22-03-2021 20:42 Read
Of Cigars, Contrarians, Nerds and Herds 22-03-2021 20:37 Read
Investment Implications of a Shorter Cycle 22-03-2021 20:31 Read
Germany to Sell Record Debt of Up to $576 Billion in 2021 22-03-2021 20:27 Read
Big Picture Long-Term video for March 19th 2021 19-03-2021 22:12 Read
Oaktree Client Memo 19-03-2021 22:10 Read
Junk Debt Is So Hot Investors Are Giving Issuers the Upper Hand 19-03-2021 22:03 Read
Vietnam is 'Most Preferred Frontier Market' HSBC Says 19-03-2021 22:02 Read
Eoin's personal portfolio: stock market short initiated March 18th 19-03-2021 20:42 Read
Video commentary for March 18th 2021 18-03-2021 20:53 Read
CTA, Money Manager Unwinds Could Be Behind Oil Drop 18-03-2021 20:50 Read
Deutsche Bank Investment Banking Revenue Up 20% This Year 18-03-2021 20:48 Read
ByteDance embarks on hiring spree in Singapore 18-03-2021 20:44 Read
Video commentary for March 17th 2021 17-03-2021 21:22 Read
BlackRock, Lombard Say Faster Inflation Calls Are Premature 17-03-2021 21:13 Read
Lennar Shares Spike on Plan to Spin Off Startup Investments 17-03-2021 21:11 Read
Tinuiti Acquires Amazon Specialist Ortega Group, Adds Kevin Mayer to Board 17-03-2021 21:08 Read
Eoin's personal portfolio: from March 4th 2021 17-03-2021 19:56 Read
Video commentary for March 16th 2021 16-03-2021 21:13 Read
Email of the on solar power, desertification, and profitability 16-03-2021 21:03 Read
Big Market Delusion: Electric Vehicles 16-03-2021 20:58 Read
Inside Disney's Plan To Automate Half Its Ad Business Within Five Years 16-03-2021 20:55 Read
Video commentary for March 15th 2021 15-03-2021 20:58 Read
Yields, ETF Buying BOJ Set to Add Flexibility 15-03-2021 20:55 Read
Billionaire investor Mike Novogratz says bitcoin will be like a report card that measures how the government is handling 15-03-2021 20:52 Read
Why in the World Would You Own Bonds 15-03-2021 20:34 Read
Big Picture Long-Term video March 12th 2021 12-03-2021 23:12 Read
Treasury Yields Surge to Test Key Level in Sudden Selling Bout 12-03-2021 23:01 Read
Platinum Quarterly 12-03-2021 22:44 Read
Tencent, Baidu Fined by Antitrust Regulator for Past Deals 12-03-2021 22:42 Read
Email of the day on China information sources 12-03-2021 22:37 Read
Video commentary for March 11th 2021 11-03-2021 22:09 Read
Remit For The Monetary Policy Committee (MPC) 11-03-2021 22:04 Read
Worst-Performing Asia Stock Index Turns Winner on Value Love 11-03-2021 21:59 Read
Shell Plans to Take Virtual Power Plant to the Next Level 11-03-2021 21:57 Read
Email of the day on China and the coronavirus: 11-03-2021 21:55 Read
Video commentary for March 10th 2021 10-03-2021 22:09 Read
In 2018, Diplomats Warned of Risky Coronavirus Experiments in a Wuhan Lab. No One Listened 10-03-2021 22:05 Read
Email of the day on solvency 10-03-2021 21:59 Read
Special Report: Fade the Front Cover 10-03-2021 21:57 Read
Video commentary for March 9th 2021 09-03-2021 22:18 Read
'Reddit Raider' Favorite GameStop Soars After Latest Cohen Push 09-03-2021 21:07 Read
Email of the day on whether technical analysis has predicative qualities 09-03-2021 21:02 Read
Email of the day on oil prices 09-03-2021 21:00 Read
Video commentary for March 8th 2021 08-03-2021 22:00 Read
Email of the on my ignorance from a bitcoin Holdr 08-03-2021 20:45 Read
Email of the day on Non Fungible Tokens (NFTs): 08-03-2021 20:39 Read
Email of the day - on gold ETF holdings 08-03-2021 20:36 Read
From Spotify to Hello Fresh: lockdown Brits give subscription economy an adrenaline boost 08-03-2021 20:34 Read
Big Picture Long-Term video March 5th 2021 05-03-2021 23:35 Read
Secular Bull Market Investment Candidates Review March 2021 05-03-2021 22:26 Read
Video commentary for March 4th 2021 04-03-2021 21:41 Read
Macro Digest: Don't put all your eggs in the yield curve control basket just yet 04-03-2021 21:36 Read
OPEC+ Keeps Tight Squeeze on Output, Sending Prices Soaring 04-03-2021 19:58 Read
Video commentary for March 3rd 2021 03-03-2021 22:05 Read
Sunak Offers U.K. Companies Way to Cut Tax Bill in Next 2 Years 03-03-2021 21:20 Read
Gold ETF Exodus Quickens in Ominous Sign for Faltering Metal 03-03-2021 21:16 Read
Email of the day - on moving home 03-03-2021 21:10 Read
Bitcoin ETF Competition Heats Up as Crypto Trust Eyes Conversion 03-03-2021 21:08 Read
Eoin's personal portfolio - stop triggered on hedge position 03-03-2021 02:40 Read
Video commentary for March 2nd 2021 02-03-2021 22:05 Read
Hiding From The Madness: An Alts Perspective On The Search For Capital Shortage 02-03-2021 21:07 Read
Banks in Germany Tell Customers to Take Deposits Elsewhere 02-03-2021 21:04 Read
Twitter announces paid Super Follows to let you charge for tweets 02-03-2021 20:56 Read
Eoin's personal portfolio: futures long opened March 30th 01-03-2021 21:50 Read
Video commentary for March 1st 2021 01-03-2021 17:16 Read
Berkshire Hathaway Preamble to the Annual Meeting 01-03-2021 03:26 Read
Ignoring Energy Transition Realities 01-03-2021 03:23 Read
Housing Booms in Australia as Prices Surge Most in 17 Year 01-03-2021 03:20 Read

February 2021

Title Release date Read
Big Picture Long-Term video February 26th 2021 26-02-2021 21:55 Read
Chaotic Treasury Selloff Fueled by $50 Billion of Unwinding 26-02-2021 21:52 Read
The $1T resistance - 26-02-2021 21:50 Read
Copper Crunch Set to Ease With More Supply Heading to China 26-02-2021 21:43 Read
Video commentary for February 25th 2021 25-02-2021 21:28 Read
Treasury Yields Surge Past 1.6%, Sounding Alarm for Risk Assets 25-02-2021 21:25 Read
The Fed May Need to Head Off a Money-Market Mess 25-02-2021 21:21 Read
"Real world" test of Pfizer COVID-19 vaccine in Israel determines effectiveness in preventing illness 25-02-2021 21:18 Read
Video commentary for February 24th 2021 24-02-2021 21:31 Read
Email of the day on paying up for commodities 24-02-2021 20:29 Read
Long-End Yields Surge in Biggest Treasury Selloff Since January 24-02-2021 20:26 Read
Square Buys $170 Million More Bitcoin, Deepening Crypto Bet 24-02-2021 20:22 Read
Battery Technology Fantasy Doesn't Match Reality 24-02-2021 20:20 Read
Video commentary for February 23rd 2021 23-02-2021 20:50 Read
Johnson Says Pandemic End in Sight as He Plans U.K. Recovery 23-02-2021 19:51 Read
Email of the day - on interest rate sensitivity and overbought conditions 23-02-2021 19:46 Read
Bitcoin Tumbles Below $50,000 as Fear Sweeps Through Crypto 23-02-2021 19:42 Read
Video commentary for February 22nd 2021 22-02-2021 20:54 Read
Yellen Shift on Vast Treasury Cash Pile Poses Problem for Powell 22-02-2021 20:02 Read
China's Yield Appeal Catapults Yuan to Global FX Big League 22-02-2021 19:58 Read
Gold Extends Rebound on Wavering Dollar, Inflation Concerns 22-02-2021 19:55 Read
Big Picture Long-Term video February 19th 2021 19-02-2021 20:40 Read
Our 2021 Global Outlook 19-02-2021 20:36 Read
Email of the day on the sequence of breakouts. 19-02-2021 20:31 Read
Email of the day on silver's relative strength 19-02-2021 20:28 Read
Facebook and Twitter Can't Police What Gets Posted 19-02-2021 20:21 Read
Video commentary for February 18th 2021 18-02-2021 20:47 Read
China blocked Jack Ma's Ant IPO after investigation revealed 18-02-2021 19:20 Read
Email of the day on debt 18-02-2021 19:16 Read
Peak oil demand is coming - but first brace for an almighty supply crunch 18-02-2021 19:12 Read
Video commentary for February 17th 2021 17-02-2021 22:09 Read
Clubhouse Conversations 17-02-2021 20:37 Read
Email of the day on real returns 17-02-2021 20:37 Read
Crisis Chronicles: Tulip Mania, 1633-37 The Plague and Tulip Mania 17-02-2021 20:28 Read
Email of the day on cryptocurrency charts 17-02-2021 20:27 Read
Kraft Heinz, Conagra may raise some product prices as grains, edible oil costs surge 17-02-2021 20:25 Read
Video commentary for February 16th 2021 16-02-2021 21:58 Read
Treasury Yields Surge to One-Year High as Reflation Bets Thrive 16-02-2021 21:55 Read
Covid Slows Efforts to Ease California's Historic Port Logjam 16-02-2021 21:50 Read
Blackouts Cascade Beyond Texas in Deepening Power Crisis 16-02-2021 21:47 Read
Please note Comment of the Day will next be updated on Tuesday February 16th 12-02-2021 22:50 Read
Big Picture Long-Term video February 12th 2021 12-02-2021 22:44 Read
Cyborg 2.0 12-02-2021 21:00 Read
Email of the day on Chinese Banks and geopolitical risk 12-02-2021 20:57 Read
Vestas reveals offshore turbine with world's largest sweep 12-02-2021 20:53 Read
Video commentary for February 11th 2021 11-02-2021 21:42 Read
Email of the day - on bitcoin and cryptocurrencies: 11-02-2021 20:24 Read
Almost Daily Grant's 11-02-2021 20:19 Read
Lithium | 2021 supercharge? 11-02-2021 20:15 Read
Email of the day on the global asset filter list: 11-02-2021 20:12 Read
Video commentary for February 10th 2021 10-02-2021 22:21 Read
Email of the day on the Chart Library Performance Filter 10-02-2021 22:11 Read
Email of the day on speedy market moves 10-02-2021 22:07 Read
Email of the day on choosing what to write about 10-02-2021 22:03 Read
Video commentary for February 9th 2021 09-02-2021 21:53 Read
Email of the day - on investable ideas 09-02-2021 20:33 Read
The Tesla-Bitcoin-Ark syndrome revisited 09-02-2021 20:24 Read
Marijuana Legalization Is Now in Sight. Here's How to Play It With Options 09-02-2021 20:22 Read
Hong Kong Interesting Charts 09-02-2021 20:20 Read
Video commentary for February 8th 2021 08-02-2021 21:41 Read
Tesla Bets Big on Bitcoin, Plans to Accept Cryptocurrency 08-02-2021 20:30 Read
Japan's Topix Surges to Highest in 30 Years as SoftBank Gains 08-02-2021 20:28 Read
Email of the day on gold and fighting the Fed 08-02-2021 20:26 Read
Email of the day on chartbooks and highlighting opportunities 08-02-2021 20:21 Read
Big Picture Long-Term video February 5th 2021 05-02-2021 22:34 Read
Secular Bull Market Investment Candidates Review February 2021 05-02-2021 22:32 Read
Video Commentary for February 4th 2021 04-02-2021 22:18 Read
Email of the day - on the impact of currencies on investment returns 04-02-2021 22:14 Read
Reddit's Power to Push Stocks Down Is the Next Worry for Traders 04-02-2021 22:12 Read
Gold Plunges the Most in Four Weeks With Dollar Extending Gains 04-02-2021 22:09 Read
Video commentary for February 3rd 2021 03-02-2021 21:58 Read
Email of the day on the US Dollar 03-02-2021 20:49 Read
Billionaire Pierre Lassonde on #SilverSqueeze, Gold Mining Business & Advice for Speculators 03-02-2021 20:45 Read
New China swine fever strains point to unlicensed vaccines 03-02-2021 20:43 Read
Video commentary for February 2nd 2021 02-02-2021 21:38 Read
India Spending Bonanza Powers Stocks as Valuations Take Backseat 02-02-2021 21:35 Read
Why Amazon May Fill Its Own Shopping Cart With Buybacks 02-02-2021 21:33 Read
U.S. nuclear: delayed closures could add 26Mlbs to 2021-30 global uranium demand 02-02-2021 21:31 Read
Silver, GameStop Sink as Investor Frenzy Shows Signs of Cooling 02-02-2021 21:28 Read
Email of the day on why GameStop does not sell additional shares 02-02-2021 21:25 Read
Video commentary for February 1st 2021 01-02-2021 21:41 Read
Citadel Silver Holding Exposes Rifts in WallStreetBets Army 01-02-2021 20:36 Read
DoubleLine Round Table 2021 01-02-2021 20:31 Read
Email of the day on GameStop supply and demand 01-02-2021 20:14 Read
Email of the day on Israeli vaccinations 01-02-2021 20:12 Read

January 2021

Title Release date Read
Big Picture Long-Term video January 29th 2021 29-01-2021 21:31 Read
Speculative Frenzy Spills Into Crypto as Bitcoin Tops $38,000 29-01-2021 21:29 Read
China Engineers Biggest Cash Squeeze Since 2015 to Avoid Bubbles 29-01-2021 21:27 Read
World's Most Vaccinated Nation Struggles With Virus Variants 29-01-2021 21:22 Read
Video commentary for January 28th 2020 28-01-2021 21:42 Read
Email of the day - on the validity shorting and market manipulation 28-01-2021 20:48 Read
Big Ideas 2021 28-01-2021 20:34 Read
Coinbase is going public via direct listing 28-01-2021 20:31 Read
Video commentary for January 27th 2021 27-01-2021 20:37 Read
ECB Officials Agree to Push Back on Market Rate-Cut Skepticism 27-01-2021 20:35 Read
Reddit Jolts Activist-Short Hedge Funds Into 'Adapt or Die' Mode 27-01-2021 20:33 Read
Email of the day on positioning and evidence of a mania: 27-01-2021 20:31 Read
Video commentary for January 26th 2020 26-01-2021 22:36 Read
Is there a bubble in financial markets? 26-01-2021 19:49 Read
Soybeans Buoyed as China Turns to U.S. for Nearby Supplies 26-01-2021 19:46 Read
China Asset-Bubble Warning Threatens Stock Frenzy in Hong Kong 26-01-2021 19:43 Read
Video commentary for January 25th 2021 25-01-2021 21:35 Read
Email of the day on gold as a Tier 1 asset under Basel III 25-01-2021 20:36 Read
Signaling No Change in China's Course, Xi Warns Against Cold War 25-01-2021 20:28 Read
Moderna Says Shot Works Against Variants, Developing Booster 25-01-2021 20:26 Read
Sunak's Tax Choices to Fix U.K. Debt Range From Wealth to Fuel 25-01-2021 20:23 Read
Big Picture Long-Term Video January 22nd 2021 22-01-2021 22:33 Read
Email of the day - on money printing 22-01-2021 22:29 Read
Don't Bank On the Glut of Savings Being Spent 22-01-2021 22:16 Read
Short-Seller Citron 'Walks Away' After 'Angry Mob' Tried to Silence Him on GameStop (GME), Turning Info Over to Feds 22-01-2021 22:00 Read
Video commentary for January 21st 2021 21-01-2021 22:10 Read
Bitcoin Losses Gather Pace, With Prices Nearing Three-Week Low 21-01-2021 21:01 Read
WHO Information Notice for IVD Users 2020/05 21-01-2021 20:54 Read
Australian Resources 21-01-2021 20:43 Read
Video commentary for January 20th 2021 20-01-2021 21:38 Read
Deflation Threatens to Push Yen Higher on Japan Real Yield Gain 20-01-2021 20:43 Read
Jack Ma's Brief Video Chat Prompts a $58 Billion Sigh of Relief 20-01-2021 20:37 Read
3D Systems, ExOne Rally After Stifel Sees 3D Printing Growth 20-01-2021 20:35 Read
Video commentary for January 19th 2021 19-01-2021 21:39 Read
Weekly Warm-up: More Stimulus May Mean Less for Markets 19-01-2021 20:28 Read
A Year of Poor Planning Led to Carmakers' Massive Chip Shortage 19-01-2021 20:24 Read
Copper: Staying elevated in 2021 19-01-2021 20:21 Read
Video commentary for January 18th 2020 18-01-2021 20:31 Read
Email of the day - on the early stages of a secular bull market. 18-01-2021 19:47 Read
Tata Motors ties up with private lenders for commercial vehicles financing 18-01-2021 19:43 Read
Email of the day - on how to use the Chart Library 18-01-2021 19:40 Read
Big Picture Long-Term video January 15th 2021 15-01-2021 22:2