Niall Ferguson: Why Won’t This Be Worse Than the 1970s?
“Let’s look at the level of debt. It’s actually higher than in the 1970s. What about the demographics?”
Global Earnings Growth Headed for Zero
Not exactly a surprise
Ed Yardeni: Inflation Will Moderate
Too bullish
Japanese Yen Approaching 1997 Lows
Yen depreciation will likely be viewed by the BoJ as a blessing in disguise
German Power Prices Snap Lower
Excessive
The Importance of Nuclear Energy and Zaporizhzhia to Ukraine
Nuclear is the largest source of electricity in Ukraine
The Case for ‘Recession’ Will Get Stronger
Of course things are retrenching
Sergei Kan: Soviet-Born Anthropologist on Stalin’s Gulag, Wokeism
“I think there is a healthy core that will carry us through, but we are hitting some rough bumps and it’s disappointing and it is scary”