Palm Holdings

Tag: politics

  • The Macro Risk of a Collapse of the Iranian Regime is Greatly Underestimated

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    rave
    in

    TLDR Gist: For the first time, the potential collapse of the Iranian regime is a real risk, which is not covered or reported at all on conventional media sites main pages at all. Narratives are entirely revolving around Venezuela and Greenland at the moment, and on oil, but the real largest macro event this year…

  • A Decade of Compression

    A Decade of Compression

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    rave
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    For the purposes of this article, a long-term triple sell-off refers not to net selling of US triple assets (dollars, stocks, bonds) but a slowdown/pullback in net buying of said assets; decade of compression refers to the belief the next 10 years will be characterised by weakened real equity market returns vis-à-vis the prior 10%…

  • American Foreign Policy

    American Foreign Policy

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    rave
    in

    The world today is marked by elements of International Realism as we head into a decade of great power rivalries. As the dominant chaperone of the rules-based, international liberalistic world order, the US has seen increased proliferation in isolationist sentiments in much of the past decade, spurred by missteps in theatres across the world that…