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In-depth macro and geopolitical forecasts, analysis, and musings

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Adam Singer, Hot Takes
Is Binance the Next Domino to Fall?The world's largest crypto exchange is much like FTX — but with more red flags
Jan 3
94
12
The Federal Reserve's GambitThe U.S central bank's global expansion is not only its next logical move but the only conceivable option
Dec 21, 2022
68
17
The Coming Liquidity SqueezeEven as market illiquidity and volatility rises to ominous levels, all threats to market stability have been thwarted, but not for long
Jan 22
137
11
The Great Sovereign Debt Intervention Is HereMonetary leaders possess an expansive toolbox to prevent a bond market meltdown
Oct 23, 2022
105
15

Most popular

The Coming Collapse of Elon Musk
93
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The Coming Liquidity Squeeze
137
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The Great Sovereign Debt Intervention Is Here
105
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Is Binance the Next Domino to Fall?
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FTX's Collapse Is Just the Start
67
5
The Treasury Market Black Swan
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NewCommunity
The Treasury Market Black SwanModern-day markets are not only growing more complex but more opaque. That's a toxic combination, if left unchecked
Dec 6, 2022
96
11
FTX's Collapse Is Just the StartThe fall of major crypto entities is a feature, not a bug
Nov 13, 2022
67
5
The U.S Dollar Endgame Could Take Centuries to Play OutIt's not about currency or geopolitics
Oct 12, 2022
77
7
The Federal Reserve Endgame Is Not a Collapse, It's Global DominationThe longer America remains a lone superpower, the greater the Federal Reserve's reach over global finance
Sep 21, 2022
84
23
The Tether UltimatumCrypto's "Lehman Brothers" has survived the latest market turmoil, but it has yet to quell fears about its dubious backing
Aug 4, 2022
49
6
The Great Winter Gas PanicA sea of doom-filled headlines has heightened our expectations of a full-blown energy crisis in Europe, but a calamity is still not off the table
Sep 7, 2022
38
Don't Count On a Fed Pivot Just YetMoney markets suggest the Federal Reserve won't execute a liquidity u-turn anytime soon
Aug 12, 2022
19
3
Macro BriefNew thread available for consumption! Coming up: A look at liquidity
21 hr ago
19
1
See all

Most popular

The Coming Collapse of Elon Musk
93
41
The Coming Liquidity Squeeze
137
11
The Great Sovereign Debt Intervention Is Here
105
15
Is Binance the Next Domino to Fall?
94
12
FTX's Collapse Is Just the Start
67
5
The Treasury Market Black Swan
96
11
See all popular
Concoda

Concoda

In-depth macro and geopolitical forecasts, analysis, and musings
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