Polish Foreign Minister Radoslaw Sikorski speaks at the German-Polish Forum 2025. Poland intends to further increase its defence spending this year amid growing concerns over
Year: 2026
The economic numbers this morning don’t paint a very good picture. Coupled with yesterday’s horrible trade balance data, the emerging domestic economic tableau looks increasingly
I was surfing the web last night and indulging in some doom scrolling, as I do from time to time, to see what others are
To download the podcast – right mouse click here (duration 18:39) -A background to the Quantitative Easing (QE) concept -QE was the mechanism chosen by
I remember you responding to someones question about interest rates over a year ago and suggesting we would see a bifurcated market with one for
I haven’t posted in a while, so I figured I would make a few comments about the markets, given the context of what I see
Note to reader: By most traditional measures, the economy continues to power along. Current GDP estimates indicate an economy growing between 4 and 5%. Other than
To download the podcast, right mouse click here (duration 47:00) -America does have a secret destiny. -QE’s demise and the loss of confidence with the
Have you read any of the recent articles from Michael Burry – curious about your thoughts on his perspectives. From what I can tell he
Stone, it’s been a while since you did a podcast. Lots for you to discuss! Steve But then again… I know. I haven’t been analyzing