In the Blind Spot (They know we know they lie)
SNEAK PEEK — Izzy argues that economic reform of the Western economy won’t work without Glasnost. — Markets need to start thinking about how a power vacuum in both France and the United States could open the door to martial law. — Dario explains what’s been happening in Kenya this week, and how it […]
In the Blind Spot (The West’s Perestroika moment)
SNEAK PEEK — Izzy catches up with investment advisor Russell Napier, who tells her credit rationing and central bank politicisation are on their way. — A growing chorus of voices are acknowledging that we all become Liz Truss eventually, including Jeremy Hunt. — Dario explores how the confiscation of Russian assets may have major […]
In the Blind Spot (A tale of two Chinas)
SNEAK PEEK — A tale of two Chinas. Izzy explores our growing inability to make sense of what’s really happening in China. — SocGen’s Albert Edwards thinks the recession everyone was expecting but never came, might finally have arrived. — Dario updates us on the latest with the Red Sea and Horn of Africa. Happy […]
In the Blind Spot (Defending the singleness of money)
SNEAK PEEK — The BoE is edging towards a new liquidity management regime to preserve money singleness — it could have big consequences for repo markets. — Why are Argentina and Spain consumed by an unexpected diplomatic rift? Is it all about Sanchez’s wife, or is it about maintaining internal popularity? — Dario tries to […]
In the Blind Spot (Operational naked shorting)
SNEAK PEEK — Why is it so hard to get to the bottom of what’s really going on in Slovakia via Western reports? Dario investigates. — It turns out Elon Musk reformed Twitter just the way Jack Dorsey would have had he been able to take the company private himself.— Memestock hero Roaring […]
In the Blind Spot (Why the entire economy is an influence op)
SNEAK PEEK — Izzy argues that the real economy is being stifled by management techniques inherited from the activist and civil society realm that turns everything into a data-driven influence op. — Dario updates readers on the new space race to conquer the moon. — Why the Vatican has created a renAIssance foundation to […]
In the Blind Spot (G42’s Deep Thought)
Our one-stop source for central banking & monetary policy news. SNEAK PEEK — Why Sam Altman’s chip-building coalition paves the way to a chipdollar interdependence deal. — The BoE’s Paul Tucker blames yachts and wealth management for Credit Suisse’s collapse as he renews pre-positioning call. — Is corruption just a norm in Spain? Dario […]
In the Blind Spot (Cloudbusting, but not the Kate Bush version )
Our one-stop source for central banking & monetary policy news. SNEAK PEEK — Donald Trump’s Trump Media channels the Gamestop playbook as it calls for an investigation into naked short selling of its stock. — The House of Lords hears about how disinformation controls are being politicised. — In the wake of the Dubai […]
In the Blind Spot (The return of political Romanticism)
SNEAK PEEK — Ecuador’s new president Daniel Noboa may be the real beneficiary of the gang violence that gripped the country earlier this year. — The Houthis are more interested in revenue generation at this point than siding with Iran, argues Dario. — Polish culture wars channel old romantic strategies in their bid to […]
Happy Easter from the Blind Spot
Dear subscribers, No newsletter this weekend as it’s Easter. But for those with the inclination, I have left a couple of Easter Eggs in the system. The clues are out there. Happy egg painting, Sound of Music watching and, for the Poles, enjoy your Easter breakfast on Sunday and Śmigus-dyngus on Monday. Izzy and Dario,