Things were going well, then along came Tariff Man. According to a news update that crossed my desk this week, the US economy shrank during the first three months of what some have optimistically dubbed America’s new “golden age.” The initial read on Q1 GDP showed a 0.3% contraction, modest but notable. The culprit? Mostly…

It is Labor Day in many countries, a public holiday to celebrate work by… not working. Still, I’m back writing after a stretch of meetings and heavy work. You may have noticed by now that I can work from anywhere and anytime despite having a perfectly respectable workplace somewhere in the city centre. Well, this…

I will be taking a short break from blogging as I will be busy accommodating visiting partners and clients which mostly means lots of meetings, plenty of coffee or tea, and pretending my calendar is under control. While the financial press still chases clicks, we stay focused on what truly matters. These meetings come at…

Ray Dalio is one of the brightest minds of our time, a person whose insights I always follow closely. His wealth of knowledge, accumulated through decades of experience, is something I constantly look to for learning and personal growth. While working on my presentation, I came across another article from him worth reading as tariff…

The implications of tariffs have been anything but predictable and they just keep coming. Lately, I have been getting a flood of questions about what this means for the US dollar. The most popular one? “Is the dollar going to crash as dedollarization gains momentum?” In this webinar, I will be cutting through the noise…