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Dive into a collection of past posts and rediscover timeless content.
#398: The $1.8 Trillion Trade Nobody Wants to Question

#398: The $1.8 Trillion Trade Nobody Wants to Question

Michael Berman, Ph.D.
Mar 11, 2026
#397: AI’s Energy Crisis Is Overstated – Capital Markets Know It

#397: AI’s Energy Crisis Is Overstated – Capital Markets Know It

Why inference economics, not energy panic, is what capital is really betting on.

Michael Berman, Ph.D.
Mar 3, 2026
#396: All Things Are Not Equal

#396: All Things Are Not Equal

Michael Berman, Ph.D.
Feb 24, 2026
#395: The Abundance Recession

#395: The Abundance Recession

Rising jobs, falling GDP, and the collapse of trust

Michael Berman, Ph.D.
Feb 18, 2026
#394: This is Not a Fire Drill

#394: This is Not a Fire Drill

This is a time for extreme caution

Michael Berman, Ph.D.
Feb 13, 2026
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Disclaimer: This is not financial advice. I have not considered your individual circumstances. I propose actionable insights from a hypothetical general global macro strategist’s point of view, trying to achieve above-average risk-adjusted returns while considering the major macro themes in play. I am not licenced to provide individualised financial advice; therefore, any investment decision you make is solely your responsibility. 

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