This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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12 Jan 24
Macro Trilogy
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
08 Jan 24
Houthi Attacks - The Consequences
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
18 Dec 23
The End Of The Age Of Oil
#Energy#Strategy Archive#Climate Change#Taxation#UN#Fossil Fuels#Renewable Energy#Carbon Pricing#Global Warming#COP28
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
12 Dec 23
Venezuela And Guyana - Not The Next Geopolitical Hotspot
#Oil#Elections#Strategy Archive#Raw Materials#United States#Saudi Arabia#Foreign Investment#Venezuela#Guyana#Essequibo
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
04 Dec 23
EU Equities - What Could Go Right
#Strategy Archive#Equities#US Treasuries#Global Equities#European Union#Market Perception#Independent Strategy Report#European Underperformance#Ukraine War#ECB Stance#European Consumer#Interest Rate Policy#Taiwan Straits#South China Sea#Strategic Position#Long Bonds
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
30 Nov 23
The Wormhole Picture Of
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
28 Nov 23
Dearly Beloved ...
#Monetary Policy#Central Banks#Strategy Archive#Economy#Inflation#Interest Rates#Supply-Side Shock#Rate Cuts
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
24 Nov 23
Double Dutch
#Politics#Strategy Archive#Netherlands#Election Results#Geert Wilders#PVV#Government Formation#Electorates#Standard of Living#National Identity#Far-Right Party#GL#PvdA#VVD#NSC
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
21 Nov 23
Central Banks
#Monetary Policy#Strategy Archive#Fiscal Policy#Debt#Growth#Capital#Interest Rates#Financial markets#Money Supply#Inflation Expectations
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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