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Financial Markets

Tariffs 2025 – April Fools’ Day 2.0

On April 2nd 2025 The President of The United States introduced sweeping tariffs. Who is affected, what’s next and who benefits. The level of new US tariffs The tariffs are not equal, they differ across US trading partners. I divide them in 3 categories: Hurt tariffs There are two sub-groups of countries “enjoying” the baseline […]

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Financial Markets

We have a war. A Schrödinger’s war.

If both scenarios can happen, what do you do? Prepare they happen at once or stand unprepared.

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Financial Markets

I’d rather have Argentinian Bond than Bitcoin

Whole of Argentina uses less electricity than Bitcoin, but is that the only reason?