When you’re in New York, there are several things you have to have, a burger (preferably from Minetta Tavern), a cookie (preferably from Levain bakery on the Upper East Side) and a bagel (preferably from my new favourite, Popup Bagels). However, I promise this...
There’s just something about being in Geneva that makes you want to reduce tariffs on all Chinese goods from 145% to 30%. Recently, the U.S. and China reached an agreement to cut tariffs on each other’s goods for the next 90 days. Trump followed up by confirming that...
Over the past week and half I’ve been travelling in America, starting with Chicago, then Omaha and finally New York. I’ve met many clients and attended various financial events, including the Berkshire Hathaway meeting (which I wrote up here), Neudata data conference...
On April 28, 2025, at approximately noon, I couldn’t send a message to a colleague. I thought there must have been a problem with my WIFI, until I realized that none of the lights were working either. Within an hour, thousands of confused employees walked out of their...
Based on recent weekly forecasts, Turnleaf is projecting deflation of -0.09%YoY in April 2025 as export growth is expected to contract and China begins to reorganize its economy to avoid the brunt of U.S. tariffs. Turnleaf’s China inflation 12-month inflation horizon...
Go to a fancy London steakhouse, and there will be a chance that you will get served steak from Nebraska. I’ve been to Nebraska many times over the years, and if there’s one thing I can say for certain, a Nebraska steak somehow tastes a lot better in Nebraska than...
Page 2 of 13<12345...10...>Last »
