Sitemap - 2020 - Breezy Briefings
The Rise of Litigation Financing
I am long Norwegian Kroner into 2021. Why?
Authorities response greater than the damage?
Tales of a “CEO monk” obscure the business of faith in China
Get ready for runaway volatility
The Fed is all out to fight deflation
Emerging risk of rising interest rates
Billionaire’s Secret Buyout Formula
The Secretive Town at the Center of the World’s Oil Market
Can China lead the world out of a recession?
Doing Business in China - State Comes First
Random walk down Silicon Valley's pre-IPO deal flow
Volatility could rise in all asset classes
The Utility and Morality of Assassination
Special - Tax Havens and why they exist?
Why the Right to Repair movement is taking over the world?
Russia’s Search for Strategic Depth
Pakistan, IMF and the illusion of economic reform
Klarna Bank will be the world’s hottest fintech IPO in 2021
Markets turn lower as politics move centre-stage
What does a Biden presidency mean for the Indian economy?
Will it be an economic muddle post-election?
India and Pakistan’s Tug of War Over Kashmir
Did Xi Jinping Personally Scuttle Jack Ma’s Ant IPO?
Stocks see mixed price action and increased rotation
The Dark Underbelly of the Indian Stock Market
Pfizer’s vaccine dominates the market
Are we at the cusp of a new world order?
Why isn’t Dream11 categorized as a gambling app?
Deconstructing the Lebanese central bank’s Ponzi scheme
Who is the world’s best banker?
What Happened to American Leadership?
What really happened at Quibi?
Making money in the world's top social media shares.
It is crunch time with US elections tomorrow
India's Economic Tragedy is Sophoclean!
Will property cards be a game-changer?
My bullish case for Singapore property and CapitaLand shares on SGX
Winners Curse - how to avoid it?
Foreign Policy Stability Amid Political Chaos
China becomes crucial as election enters final leg
How to design Nobel Prize Worthy Auctions?
The Basmati Wars — India vs Pakistan
All eyes on the last presidential debate tomorrow
In Search of a Solution to Russia’s Strategic Problem
Election news keeps up market volatility
Can Tata Sons regain its footing?
Conflict in the Caucasus and the New American Strategy
Loop Industries' plastic recycling technology is 'fiction'
Stock markets signal a Trump victory?
Freshworks - a global icon from India
Positive earnings surprise is a given
When Tokyo Stock Exchange Failed
Busy week ahead with Q3 earnings releases
Why did the Boeing 737 MAX crash?
AI & Semiconductors: Understanding The Next Industry Super-Cycle
Long Buoyed by High-Flying Emirates, Dubai Now Shares Its Woes
Gold, Bonds, Apple options, Stephen Roach, EM, DFM zombies
Bailout Impasse, Stimulus Drama
Subway bread wasn’t actually bread?
Will the election narrative turn towards China?
The Bullish Case for Alibaba Shares in New York
Trump’s health situation surpasses all other market news
As Turkey’s Economy Goes, So Goes Its Ambitions
How to think about risky lending?
Crunch time with the first presidential debate in a few hours
Nikola - Fake it till you make it?
The fairest asset class of them all
US election debates starts tomorrow
Is China copying US near-abroad policy?
Crude Oil and Dubai Property Market
Japanese Equities, Pound Sterling and Ed-techs
Willy Brandt, Imran Khan and Elon Musk
This train has more to run on the downside
Can you make money from the Big Mac index?
Santa Claus, HSBC Dirty Money and Airbnb IPO
HSBC and the Ponzi Scheme Play
Markets gathering steam for more downside
$68 million brand behind a tourist spot
Will the US Supreme Court nomination alter the election rhetoric?
$40 Billion Semiconductor deal
How technology is going to reshape society and markets
Udemy IPO, US Equities and Snowflake IPO
Berkshire Hathaway makes a killing on Snowflake IPO debut
Four money making IPOs in this autumn of destiny.
US Equities strong up day may be misleading
Uncertainty and speculation rule the markets
SoftBank Samurai's 50 Billion Bet
Druckenmiller predicts higher inflation
How do you make a small fortune in Dubai?
Momentum to pick up after US Labor Day holiday
Is the world running out of copper?
Nothing Has Changed with Taiwan
Buffet becomes Japan’s second largest equity investor
SpaceX - Tech Unicorn of a lifetime
The games stock splits can play on you
Fed means what it says - “whatever it takes“
Can Dubai enter the premier league of financial centres?
Big Short 2.0 - How Hedge Funds Profited Off the Pain of Malls
All Eyes on Fed Chair Powell’s Jackson Hole Speech Today
The Endgame for the Hospitality Industry
Turkey vs Greece – Dangerous Mediterranean Dispute
Things not adding up in this fairy tale environment
RNC 2020 - Trump family reunion
Israel and UAE Formalize Their Normalized Relations
First cracks of a market u-turn?
Prologis idea was a fabulous winner in real estate
Markets at inflection as no love lost between Trump and Pelosi
The enemy of my enemy is my friend
When Bitcoin Adoption went Mainstream
Why India can't monetise its gold?
The Geopolitics of the Belarusian Election
What's happening to Boeing and Airbus?
Kamala Harris for VP; Tesla in the news again
How Walmart Can Beat Amazon at Its Own Game
Curious case of China and foreign trash
Trump exits briefing after shooting near White House
The Technology That Changed Air Travel
Trump vs Pelosi: Battle Royale
Trump and Microsoft want a slice of TikTok
From a COVID-19 Recession to COVID-19 Depression?
To Understand Jio, You Need To Understand Reliance
Beirut Blast - More Questions Than Answers
TikTok drama and Robinhood cartel
US stock market strategy and scenarios
Racial Cycles - The Storm Before the Calm
Will TikTok find a way to stay in the US
The Queen Elizabeth and the Prince of Wales
Fed leaves rates unchanged. Will the dollar fall?
The Truth About the US-China Thucydides Trap
A Half-century relationship begins to break up
When strongmen move from push to shove
Elon Musk’s SpaceX is tech’s next 10-bagger stock.
How politics will rule the markets... and hurt the economy
The bearish case for the US dollar will continue
Why Reliance Jio can rise 5 times above its $64 billion private market valuation?
The UK makes a U-turn on Huawei.
Why Google committed $10 Billion to India's Digital Future
The Unbridled Ambition of Reliance Jio
The Currency Assault on Hong Kong Explained
Fed’s Generosity Manifesting in Quarterly Earnings
Wimbledon makes £114 million from pandemic insurance
Stuck between the devil and the deep sea
Understanding Facebook Ad Boycotts
Nikola: Vaporware Selling For ~$25 Billion
Hong Kong - The Despiriting Spectacle
Putin’s New European History - The Rehabilitation of Stalin
Is Lemonade more than another SoftBank growth-machine?
The 'Spies and Commandos' of Afghanistan
Fraud, Wirecard and the Future of Fintech
Economic Data, Masks and Hong Kong
The Unraveling of American Power
Should a cheque bounce be treated as a criminal offence?
Facebook faces mass advertiser boycott
Tech Giants Can Only Get Bigger by Backstabbing
Robinhood – Pinching the Poor to Fatten the Rich!
When €2 Billion went missing at Wirecard
Why Tech Rules? From Laggards to Leaders
Will markets turn manic on Monday?
Kura Sushi (KRUS): Restaurant IPO w/ Playbook for Success
Are the stock markets finally turning down?
Suspended Loans and the Rolling Indian Banking Crisis
WeWork should be a cautionary tale for venture capitalists
Which will win out? A pandemic 2nd wave or a Fed liquidity deluge?
More sweat equity for startups?
Market-Economy disconnect and policy makers' dilemma
World ends today; market updates to continue... stocks heading lower
Extreme Makeover for Indian Coal Industry?
Tiger Global, the Flipkart sale and the Indian taxman
India-China standoff; Stocks move lower
You Learn From Good Businesses and Bad Trades
The Stock Market as Entertainment
Equities rebound, dollar higher, yields higher
Special: The 'right way' to boycott China
Stock market plunge and Fed's caution
British East India Company's Ghost is scarily alive
Equities trade choppily after Fed meeting
Will the Gulf currency peg survive?
Did Joe Rogan Get Ripped Off by Spotify
Will US supply chain swing from China to India
Why Hong Kong's special status is in jeopardy?
Inside the Mind of Jamie Dimon
Markets surge as a stellar NFP report smashes all expectations
Mukesh Ambani's journey from debt to digital titan
Telecom Italia, Korea Telecom & Bakkafrost (Salmon)
Stocks rising. Earnings falling. Streets Burning.
Israel and the New American Strategy
Deadly Trifecta – Economic Depression, COVID-19 and Riots
May 25 in Middle Eastern History
Stocks climb after Trump speaks on China and HK
Enlabs (NLAB): A High-Margin, High Growth Company For Cheap
Can Trump punish China without hurting US economy and his reelection?
Short Kontoor Brands: Front-run ETF Selling
Is Hong Kong's hub status in jeopardy?
The Rise of TikTok and ByteDance
Main Street Reopening and Wall Street Key Levels
Hong Kong security law and the future
Facebook Shops has made landfall
Back to the Future: China and the US
Is this the beginning of the end for Hong Kong's autonomy?
How Facebook Could Use Giphy to Collect Your Data
How Domino’s Stock Returned 4,595%
The Risks - Know Them - Avoid Them
Moderna, COVID vaccine and the market surge
Could Price Gouging Actually Fix Our Face Mask Shortage?
CDC reopening guidelines and markets
How the New York Times Pivoted Its Strategy
Is COVID-19 or its response the black swan?
Jorge Paulo Lemann’s Mea Culpa
Daredevil Startups Are Finally Exposed for What They Are
How Two Founders With No Health Care Experience Built a $2 Billion Oncology Startup
Fed chief warns of painful damage
Cities are resilient and will revive and evolve after coronavirus
Never believe a rumour unless it is officially denied
The Indian Rupee’s Gulf Connection
How Airlines Explain the Economy
A Dangerous Gap – Markets vs Real Economy
Will China replace the US as a global superpower?
WeWork's ex-CEO sues WeWork's biggest investor
Equities, Bonds, Euro and Gold headed lower while Amazon duels with Shopify
Is the RBI writing off loans for wilful defaulters?
Warren Buffett and Berkshire Hathaway
Medical, Economic, Social, Military: The State of Play
What is this Reliance Rights Issue?
Markets to resume down move soon
Chinese Debt Could Cause Emerging Markets to Implode
Is the stock market following the Elliott Wave playbook?
Heska Corp (HSKA): Growing Animal Diagnostics Company For Cheap
Earnings: Tesla, Facebook and Microsoft sizzle
US GDP contraction worse than 2008
Will the Coronavirus End Globalization as We Know It?
The Fed - Arsonist and Fireman
How Much Money Does the World Owe China?
Why Franklin Templeton shuttered $3.65 Billion debt funds
Are we in the Great Compression?
Kim Jong Un; The race to reopen
COVID-19 Economic Recovery & Metrics
I Turned Down a $4 Million Term Sheet. Then the Coronavirus Hit.
The Pandemic Won’t Make China the World’s Leader
Investing In The Age Of COVID-19
An existential crisis for Airbnb
Special Report: Where no oil has gone before
Fed Balance Sheet $6.3 Trillion
7 reasons to consider investing in small EM and Frontier
Is India erecting a Chinese wall?
Marc Andreessen: It’s Time To Build
Will Bill Miller be right this time too?
The Coronavirus Threatens Saudi Arabia’s Global Ambitions
Did Xi Jinping Deliberately Sicken the World?
The Beginning of Social Dysfunction
Unlike anything experienced in our lifetimes
Supply Chains and a Novel Path to Conflict
Risk Appetites and Global Markets in April
Fed Chairman Powell & “Project Zimbabwe”
The WeWork debacle is a symptom of a much larger problem
How a small candy company became Warren Buffett’s ‘dream’ investment
Will Gold or Silver Skyrocket?
How will India emerge from this lockdown?
Time To Start Reloading Your Shorts?
Markets are ‘risk on’ in the short term
Gold - The Least Bad Alternative
What next for crude oil prices?
Luckin Coffee and the Anatomy of a Fraud
Batten Down the Hatches in Emerging Markets
Will the Euro crash below 1.0635? *
How Jack Welch’s Success Wrecked the Idea of the American Company
Is the world running out of storage space?
Emerging Markets: A Roadmap for the Post-Crisis World
How the EU is getting around U.S. sanctions on Iran using this neat plan
Will April be as brutally volatile?
Should We Save Lives? Or Save the Economy?
Modelling the US Reaction to the Coronavirus
Equities and bonds to see fresh lows
Economic parallels for Covid-19 pandemic
Special Report - Gold - Q1 2020
WeWork, Softbank & the IPO Super-Cycle: Melting
Is the German stock market a good buy?
The Fate Of The Fantastic Four (Of Financial Engineering)
Corporate Socialism: The Government is Bailing Out Investors & Managers Not You
Sam Quawasmi on the Covid-19 Decade - Part 2
Will the US Energy stocks rally hold or fall apart?
Sam Quawasmi on the Covid-19 Decade - Part 1
Stock market shutdowns may cause long-lasting damage
Records broken, stock market broken?
The threat of negative oil prices
Can coronavirus threaten the Olympics?
Swiss central bank is down 40% in one month
Massive warning flag - $55 billion ETF dislocation
'Safe' asset gives up 9 yrs gains in 2 weeks?
Post-COVID-19: What Will Be Normal Five Years From Now?
Black swan, USD swap and Risk Parity (parody?)
In tough times, restaurants roll out a new investment opportunity: ‘dining bonds’
Do fundamentals matter in this market?
Global markets facing $12 Trillion dollar margin call
Will this be more like 1987 than 2008?
The hoarder who stockpiled 17,700 hand sanitizers
$74 trillion center of a new financial scare
Credit markets tsunami imminent?
Euro target is in the range of 1.1665 to 1.1875
Putin miscalculates in crude oil geopolitics
NMC's accounting scandal aggravates
Why oil prices have been tanking?
Storm Clouds - Markets & Election
Conquerors: How Portugal Forged the First Global Empire
Oil price war; Zombie corporates
YES Bank Crisis; Crude Oil Plunge
The Internet and Differentiation
AG Macro Brief - 05 Mar 2020 A
AG Macro Brief - 03 Mar 2020 - Part 2
What awaits the Euro, Yen and Crude Oil next week?
Why the Gold Discovery claim in Sonbhadra was always suspect
How a Hot $100 Million Home Design Startup Collapsed Overnight
Why is Japan teetering on the edge of a recession?
Coronavirus and its inevitable impact on the global supply chain
The Canadian Geopolitical Dynamic
My golden Greek memories and the Athens property market in 2020
Macro Trade Idea - SHORT Thai Baht vs USD
Laws of Steel: A Saga of Protectionism
Can you fill in the remaining Dow companies?
New US Strategy and Technology
Oldest Company In Every Country
The NMC Healthcare disaster and the shamelessness of Gulf finance.
King dollar is the G-10 FX big boss in February 2020!
Coronavirus economic impact so far
China, Ultra-Competence and Coronavirus
Tesla worth more than Germany's top two car makers combined
History’s first virus triggered global recession has already begun – and the Fed is clueless.
The Aga Khan and Lisbon’s fabulous property market
Will IBM’s new CEO replicate Satya Nadella’s five bagger magic at Microsoft?
The Geopolitics of the Novel Coronavirus
Rock Britannia! My nervous bullish case for the pound sterling.
Twelve macro and strategy forecasts for a post corona virus world in 2020.