The Speech

September 20, 2022 So, I just watched Putin’s speech live on France 24. Probably not the exact translation, as they were doing it live, and in this case some nuances might be lost, but the gist was nevertheless clear. Here are my reflections on what was said. First of all, the speech was not aimed … Read more

What’s the conspiracy?

John Adams managed to waffle on for 54 minutes in a recent Martin North video. I’m none the wiser wtf he was talking about, but he’s passing the hat around to fundraise $50k and has already raised nearly half! So what’s the conspiracy? “In early 2021, two individual Australians approached John Adams with a massive … Read more

AUDUSD – short now, long later?

I think DLS could well be right about AUD hitting COVID lows, but how to position and what to expect? Right now with QT (or at least no QE) there is a global dollar shortage. With rising rates as well, returns on USD look better than many other assets. Shorting AUD for USD will currently … Read more