top of page
Search


Macro outlook for 2026/27 (In summary: Its a shitstorm)
Macro predictions for 2026 and 2027 based on oil supply, Hormuz, geopolitical clash and other looming issues.

Jan
Jul 2341 min read


Strait of Hormuz and market implications (part 2)
The implications of closing down the strait of Hormuz and its probabilities

Jan
Jun 14, 202513 min read


Red Sea shipping mayhem - New inflation ignition event
Disruption of global trade and potential inflationary impact, which could create downturn in markets next year.

Jan
Dec 19, 202317 min read


The 4th turning, the social class warfare and revolutionary component
The 4th turning, the social class warfare and revolutionary component.

Jan
Nov 2, 202340 min read
bottom of page
