Library
In this section I list my personal library, by order of increasing complexity (and sometimes by the chronological order by […]
Weekly Review: 21-25 November 2022
Summary: Durable goods orders in the US which measure the cost of orders received by manufacturers for goods that meant
Weekly Review: 21-25 November 2022 Read More »
Week in Review: 14-18 November 2022
Summary: Retail sales in the US surged 1.3% month-over-month in October of 2022, the strongest increase in eight months, after
Week in Review: 14-18 November 2022 Read More »
Week In Review: 7-11 November 2022
Summary: This week’s highlights were the US midterm elections, the CPI report and the FTX crypto exchange bankruptcy. The annual
Week In Review: 7-11 November 2022 Read More »
The History of Gold – Why Gold?
Why gold? Why bother? Gold has no counter-party risk. Gold is a hard asset. You can but you don’t have
The History of Gold – Why Gold? Read More »
Week in Review: 31 October-4 November 2022
Summary: This was another exciting week, with the release of important numbers regarding the economic and financial situation. Monday and
Week in Review: 31 October-4 November 2022 Read More »
Week in Review: 24-28 October 2022
Summary: This week the UK gained (another!) new prime minister (let’s see how that goes), and Twitter (the bird) has
Week in Review: 24-28 October 2022 Read More »
Week in Review: 17-21 October 2022
Summary: Another agitated week! Liz Truss went away, together with her minibudget, due to lack of credibility. The bond markets
Week in Review: 17-21 October 2022 Read More »
You Will Own Nothing and be Happy – The Great Reset – The Big Planners
The world economic forum (WEF), the International Monetary Fund (IMF), the World Health Organization (WHO), the United Nations (UN) –
You Will Own Nothing and be Happy – The Great Reset – The Big Planners Read More »
Week in Review: 10-14 October 2022
Summary: The week was agitated. The instability of the UK bond market and government, the still-hot inflation, the big
Week in Review: 10-14 October 2022 Read More »
West in Crisis – Strong vs Poor Leadership – Good and Bad Times
A little thought experiment about how we got here, where the abuse of power is, the current poor leadership,
West in Crisis – Strong vs Poor Leadership – Good and Bad Times Read More »
Week in Review: 3-7 October 2022
Summary: The hot topics of this week included the reduction of the oil production target by OPEC+, the application of
Week in Review: 3-7 October 2022 Read More »
Weeks in Review: 19-30 September 2022
The past weeks in review: The FED raised rates by 0.75 %. No surprise. But the speech was very hawkish
Weeks in Review: 19-30 September 2022 Read More »
The Dollar as a Reserve Currency – The Rise and Fall of the Petrodollar
Rise and possible fall of the US dollar. How did it become so powerful? What is the petrodollar? The answer
The Dollar as a Reserve Currency – The Rise and Fall of the Petrodollar Read More »
Money Supply: M0, M1, M2 and The Financial System
A collection of videos explaining the money supply and the mechanisms of the financial system. Video: Money supply: M0, M1,
Money Supply: M0, M1, M2 and The Financial System Read More »
Week in Review: 12-16 September 2022
The past week: The August consumer price index (CPI), a measure of price the inflation, has been released – higher
Week in Review: 12-16 September 2022 Read More »
Perspective: The Coming Months
A little perspective series trying to foresee the next 6-12 months. Video: Jeffrey Sachs: “We’re in a crisis and it
Perspective: The Coming Months Read More »
Investing in Precious Metals – Gold, Silver and Platinum
A short collection of videos about the precious metals market. Video: Investing in Gold and Silver – An Educational
Investing in Precious Metals – Gold, Silver and Platinum Read More »