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![Global equity newsletter: "The Neoliberal Era Killshot" 18-07-2024](/content/images/size/w720/2024/07/20240714_041202.jpg)
Global equity newsletter: "The Neoliberal Era Killshot" 18-07-2024
First of all, before looking at the markets, let's go over what happened over the weekend. Over the weekend, during a bustling rally in Butler, Pennsylvania, Donald Trump faced a near-fatal shot. A shooter, concealed on a nearby rooftop, targeted Trump. A gunshot echoed, and a bullet grazed
![Global equity market newsletter - 24-04-2024](/content/images/size/w720/2024/04/Pasted-image--19-.png)
Global equity market newsletter - 24-04-2024
Yesterday, the S-word was mentioned—yes, "Stagflation." The economy isn't growing as much as it should, but prices are still going up, which is not the best combination. The latest Purchasing Managers' Index (PMI) reports show warning signs, especially in manufacturing.
Manufacturing is having a
![The BTFP Liquidity Drain](/content/images/size/w720/2024/03/366bdf5c-a16b-4ef2-911e-1d9be732285f.webp)
The BTFP Liquidity Drain
Before moving on to crypto, let's start with the situation in the Middle East, especially the Red Sea crisis, which is getting more tense every day. Imagine solving a water shortage by dumping more buckets into the mix when there's a tank leak. That's