💸 Ideas, interpretations and musings about the economy, economic ideas, how it works, why it works and the key indicators that drive economies.
The results of Trump’s tariffs are in, and it feels like a big flat pancake. Trump’s “Liberation Day” has sent global markets into chaos. At first, a cleverly engineered free fall seemed like a wild call, but if Trump can push rates down, he might be able to restructure the ridiculous U.S. debt at lower… Continue reading
The market is indeed becoming very choppy 🌊, with the stock market crash now dominating the headlines. This was bound to happen; when you mix an overvalued market with the uncertainty surrounding Trumpanomics, it’s no surprise that investor sentiment is turning bearish. Concerns are widespread, with issues such as tariffs, conflicts in the Middle East,… Continue reading
I’ve found that Mergers & Acquisitions (M&A) are among the best indicators for the micro and small-cap segment of the market. Dealmaking is at the core of the stock market, from IPO activity to capital raising and all the way to M&A activity, which includes takeovers between public companies, mergers among peers, and private equity… Continue reading
There are many predictions and ideas for the 2025 market outlook, and it may seem pointless to write about them. However, it’s essential to understand the current state of the world and how others view the markets. I don’t make predictions, as I’m uncertain about the future; instead, I digest a wide range of information,… Continue reading
