Marathon Macro

March 19, 2023

Week 11 Reading Recap for 2023

March 17, 2023

Crybaby Capitalism and the Risks of Inflation and Market Crashes

The failure of Silicon Valley Bank, followed by the decision by US authorities to bail out all depositors, has sparked a heated debate. While some commend the move as a precaution against a larger financial disaster, I believe it was the wrong option. The action establishes a hazardous precedent by

#micro thoughts

March 16, 2023

Why the Chinese Yuan doesn't want to be the World's Reserve Currency Anytime Soon

While the Chinese yuan has been rising in prominence on the international stage, it is unlikely to become the world's predominant reserve currency anytime soon. This is because China's leaders are not actively seeking such a role for their currency.

#macro thoughts#china#yuan#reserve currency

March 12, 2023

Banking on Risky Business

The low interest rate environment following the 2008 financial crisis created a situation where banks faced a difficult challenge. The traditional source of revenue for banks, lending money to borrowers, was no longer yielding the same returns it once had. With the Federal Reserve keeping interest r

#micro thoughts#banks#shadow banking#financial crisis

March 12, 2023

Week 10 Reading Recap for 2023

From Elon Musk's latest reveal to Putin's secret weapon on energy, and from the US's readiness for great power conflict to the concerning trend of young liberals feeling depressed. Additionally, how Putin may be poised to make significant gains in the near future. Stay informed and read on for more

#weekly reading recap

March 9, 2023

The Rise and Fall of Inflation: Lessons from Paul Volcker and Today's Economic Climate

The years that Paul Volcker served as the Federal Reserve's chairman, from 1979 to 1987, are fascinating to me. For his efforts to reduce rising inflation in the United States in the late 1970s and early 1980s, Volcker is well known.

#micro thoughts#inflation

March 2, 2023

China's Belt and Road Initiative in Africa: Impact, Criticisms, and Controversies

The Belt and Road Initiative (BRI) is a Chinese foreign policy project that aims to promote economic and infrastructural development across Asia, Europe, and Africa. One of the key beneficiaries of the BRI has been Africa, where Chinese investment and infrastructure projects have played a significan

#macro thoughts#china#africa

February 28, 2023

Investing in the Semiconductor Industry: Exploring A.N.T.S. Companies and Beyond

In addition to investing in the A.N.T.S. companies - ASML, NVIDIA, TSMC, and Samsung - it may also be worth considering investments in smaller, mid-cap and small-cap companies that are connected to one of these larger companies. Some examples of such companies include MRVL, CGNX, MLNX, XCRA, ACXC, a

#macro thoughts

February 27, 2023

The Rise of the Petroyuan

China and Saudi Arabia are two of the world's biggest players in the global oil market, and their relationship could have significant implications for the future of the Petroyuan. We will explore the reasons why the Petroyuan is gaining traction, and how China and Saudi Arabia's relationship could c

#marathon macro

February 26, 2023

Week 7 & 8 Reading Recap for 2023

#weekly reading recap