If you are looking for something to spoil your weekend, here you go. Legendary investor Jeremy Grantham is back with another warning. This time, he argues that we may be witnessing the biggest market bubble in American history, led by the AI high flyers. In his view, a decline of as much as 70% in…
Time for a falling US dollar (25 years later)
My latest piece on the US dollar without all the technical jargon or complicated charts has just been published in The Armchair Trader newsletter. Established in 2010, The Armchair Trader is a UK-based financial publication known for its independent commentary on global markets, covering stocks, commodities, ETFs, cryptocurrencies, and derivatives. Here is a section: Come…