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Author Archives: macromon
Global Risk Monitor: Week in Review – July 10
Ceasefire Off, Risk Still On: Positioning Into a Loaded Week The market’s message last week was unambiguous: geopolitical tail risk gets sold, not bought. Trump declared the US-Iran ceasefire over, both sides exchanged attacks in the Strait of Hormuz, the … Continue reading
The Commie Conspiracy to Save Your Wallet
God help us. The godless Commies are on the march! New York City has adopted a new rule that bans companies from using deceptive subscriptions to trap customers into paying for gym memberships, streaming services and other recurring charges, the … Continue reading
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The Largest Global Unicorns
This graphic ranks the world’s most valuable unicorn companies — private firms commanding valuations of $1 billion or more, without ever answering to public markets.
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Contrarian View: Jeremy Grantham
This is well worth your time, Folks. A must view.
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Global Risk Monitor: Week in Review – June 19
Markets Navigate a Hawkish Fed Surprise as Asia Surges on AI Wave Week Ending June 19, 2026 Markets delivered a split verdict this week — a resurgent Asia riding the AI/semiconductor wave higher, while Wall Street grappled with a Fed … Continue reading
China’s EV Surge: A Tipping Point With Global Economic Ramifications
Five Key Facts: China’s electric vehicle market is approaching a structural threshold that international economists and portfolio managers should be watching closely. BYD Executive VP Stella Li recently told CNBC that China’s EV penetration could “very quickly” approach 80% of … Continue reading
Global Macro Monitor 