The Macro Blog
Our most recent publications:
Guest view: Woke markets present growing dangers
A very very good article! Rush on it before the correction of the NASDAQ... ESG doesn't mean overperformance for ever...
Tesla Inclusion, the Omen of the Uncontrolled Euphoria (according to the SEC) in our Financial Zombie World…
In our Global Macro Insight of today : - It doesn't seem to worry anyone that leverage, represented by the Debt / Net Income ratio, is at an all-time high since 1986 and 12 percentage points above the 2008 record, while credit spreads are lowest (cf. the graph above)...
Nuclear weapons agency breached amid massive cyber onslaught
Scary
Analysis-Global chip shortage threatens production of laptops, smartphones and more
Interesting news!!!! Funny to watch investors jumping in Apple stocks and options after their announcement to ramp up by 30% the production of iPhones... Interesting to see people excited by the inflation of shipping costs due to a shortage of containers and logistic...
First Important Milestone
GATE Advisory is proud to announce its first important milestone. After less than 2 months of activities, our ecosystem (clients and partners) represents $300b of AuM.
China rental company’s shares have cratered 76% this year as the shine of debt-fueled growth fades
very important topic
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