Global Macro Update Archive

Modern history is rife with examples of wars that grind on needlessly, only to end with no clear winner.

Last week I asked you to reconsider the prevailing narrative that tariffs are inflationary

The tariff situation is evolving fast.

I don’t even want to think about it—a new virus is gaining traction in the US.

George Friedman on Russia, ending the Ukraine War, and Putin’s failure.

My friend Jacob Shapiro is back for another Global Macro Update interview, and he sees ample opportunities for investors who can tune out white-noise media and look around.

“Conspiracies are hard to implement.”

China has weaponized fentanyl against the United States.

Everybody has an opinion about quantum computing lately.

We’re doing something a little different today.

The friendly relationship between the US and Canada is under strain. Many in the US believe Canada isn’t doing enough to choke off illegal immigration or to protect our shared security interests in the Arctic.

Hear from technical analyst Katie Stockton.