Sitemap - 2023 - Macrowise Newsletter
A Letter on Wealth and Wisdom from a Powerful Friend.
Forging the Future: Beyond Predictions to Building Strategic ARKs
Knowledge, Money, Principles, and Algorithms.
The Rebirth of the American Buffalo: Reflecting on Munger and Kissinger's Passing
Argentina: The Milei Opportunity in a Menem Echo
Petro Politics Unleashed: The Geopolitical Chessboard of Oil
Unveiling the Resilience: Defying the Angel of Death in Corporate Volatility
Diversification Overstated: Unveiling the 400% Opportunity and the Strategic Asset Shift Each Decade
Demystifying Credit: Navigating Between Illusion and Genuine Transformation
Rule #2: The Duel Between Growth and Decay
Rule # 1: Learning to Lower the Frequency
The Evolution of Trust: From Gods to Bitcoin
Cold Wars and the Decline of Globalization
The Middle East Geopolitical Landscape: A Proxy War Unfolding?
🌐 US Treasury Crash: Decoding the Paradigm Shift in the Global Economy 📈
Cognitive Biases: Your Best Friend or Worst Enemy in the Financial World
Assembly Theory: decoding the language of life and markets.
The Tipping Point of the Euro: When Ignoring Pain Spells Peril
Echoes of Empires: An Evening in Tokyo
Oil's New Chessboard: Why Today's Crisis Isn't Your 1970s Showdown
The Purge of the Zombie Economy: Treasuries and the Euro's Looming Crisis
From Bonds to Bots: Navigating the New Financial and Manufacturing Landscape
OIL: is not the OPEC+ but China.
China: The Distraction, US Treasuries: The Signal, Japan: The Opportunity
From Globalization to the Rise of New Empires
Volatility: The Unsung Virtue of Economies
A New Cold War Emerges: Challenging the Larry Summers Stagflation Paradigm
China vs. Japan: Asian Powers in a Changing World
Emerging Markets: The Wrath of Three Titans
The 40-year bull market in bonds appears to be over, while the equity bull market is still maturing.
From CHAT GPT to Deep Mind decoding the language of Life.
The Last Leg of a Very Strong Dollar
Demography, Social Networks and Energy
Rising from the Ashes: Resurgence of Cathie Wood's Funds?
Philosophies at Odds: Exploring Selection vs. Diversification with Warren Buffet and John Bogle
Putin's Russia: The Rhyme of the Soviet Era
Tipping Points in Territory: The Silent Revolution from Empires to City Constellations