Sublime

How Asia Works: Success and Failure In the World's Most Dynamic Region

Joe Studwell

amazon.com

Cover of How Asia Works: Success and Failure In the World's Most Dynamic Region

The Global Minotaur

ludvigsen.priv.no

Russell Napier: We Are Headed Towards a System of National Capitalism

Russell Napier themarket.ch

Evil Geniuses: The Unmaking of America: A Recent History

Kurt Andersen

amazon.com

Cover of Evil Geniuses: The Unmaking of America: A Recent History

Bessent was hired to strengthen the dollar by doing the opposite of all the warning signs he saw in the British Pound. Inflated housing markets, treasury yields, etc. all pointed to the big short that the Soros fund pulled off. Bessent's obsession with the prices of homes and the interest... See more

Derek.x.com

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Howard Marks just went on Bloomberg to share his views on Liberation Day. Here are his insights on its economic impact and why he thinks US is still the best investment destination. A thread 🧵 https://t.co/tqvDLGYwjJ

Thomas Chua

x.com

Dead Aid

Dambisa Moyo

amazon.com

Thread by @vic_010100 on Thread Reader App

Curtis Yarvin threadreaderapp.com

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The latest piece from Russell Napier is a must-read for all investors. The TL;DR: • The world is moving to National Capitalism (Reshoring) • Everyone will choose to inflate their debt away • Don't own the S&P 500... See more

Brandon Beylo

x.com