Et Tu, Indonesia!

China's difficulties begin in the Strait of Hormuz, but they peak at Malacca... 


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The Playbook Pays Off... Again!

...it usually takes about three weeks (15 trading days) for markets to bottom after a geopolitical shock, followed by another 3-4 weeks to recover those losses...

12 Charts That Should Make You Pause

$348 trillion in debt, fertility collapsing, China’s bubble “nowhere near its end,” Walmart bigger than Sweden, The Amish and DOGE efficiency.

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