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Food for Thought #14
Hi.
This month, China has been adopting new policies that we believe will materially
affect the landscape in the 2H22,…
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Food for Thought #12
Today’s outline
* Tale of Two Realities
* Lost Decade
* Secret Sauce Recipe
* Reality Check
* In case you missed it (Pix,…
Food for Thought #10
Hi.
Folks, I couldn’t thank you enough for subscribing to my Substack. When I was
planning the content, many…
Food for Thought #9
Today’s outline
* Latest Posts
* Don’t hesitate
* Pill hard to swallow
* Oil tumbles
* What charts are telling us?
* In…