Here's why you should watch this week's instalment...
Hedge fund manager, Hugh Hendry, again invites his former colleague, @ToStRo , to review his 3D macro thought piece. De-Carbonisation. De-Globalisation. Demographics. Macro has changed!
The Acid Capitalist, Hugh, explains how the Fed and it's put on bonds and equities will become the government floor on the price of carbon. You need to understand this now...
Are PGMS (Palladium, Rhodium and Platinum) the ethereum of the commodity bull market?? A store of monetary value with industrial usage via catalytic converters built on top. Priced as discarded cigarette butts on 4x profits, this could be a bull with no brakes...
Over-valued / bubble stockmarkets? Then why are so many major household names trading at prices last prevailing in 1998? Overcome prejudice. Renault is a French Government Motors. But it sold more electric cars in the world's largest market last year than anyone else.
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