Marko Papic
@geo_papic
Geomacro strategist. Author of Geopolitical Alpha. Views on Twitter are my own.
ID: 1502354421421785088
11-03-2022 18:43:07
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Great chart from OECD via my good friend Michael Green Fascinating indeed!
Big thank you to my friend Kelly Evans for the platform to talk China, global macro, and US politics!
Always such a pleasure to sit down with my 🇨🇦 brethren@PatrickCeresna and Kevin Muir! Thank you for the platform and the awesome long format!
Not only is this a function of technical difficulty of diversifying from China Juan Correa-Ossa, but it is also a function of a multipolar world. The rest of the world just does not see China as big of a threat as the US. So, there is no panicked rush for the exit.
Big thank you to my friend and colleague Peter Berezin for giving me the keys to his car (BCA's Global Investment Strategy) for the weekend! I clearly did a few doughnuts in the parking lot. Hopefully the tires are not too worn out! 🙃
Big thank you to Financial Review for this very cool analysis! I loved my time in Australia, as always! afr.com/chanticleer/wh…
My colleague Peter Berezin warns investors of an impending recession. Definitely worth a read given that Peter was a bull for the past two years! So, this is not a perma-bear writing.
This is the result of a "Google Image Search" for "Economist covers Europe." I just spent a wonderful 3-4 weeks traveling to and from Europe, visiting clients, etc. For sure there are problems. What country/continent doesn't have any? But if you're reading The Economist , you'd
Ein großes Dankeschön an The Market NZZ und Mark Dittli für die Plattform!