Marko Papić
Chief Strategist at Clocktower Group. Author of Geopolitical Alpha. Views on Twitter are my own.
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Talk of a deal between 🇸🇦and 🇮🇱, negotiated by the US, are all the rage in the geopolitical space. @axios nicely summarizes the situation and quotes US NatSec Adviser Jake Sullivan...
One interesting takeaway from the attempted mutiny/coup is that Prigozhin kicked it off with a 30 minute speech on Telegram that has largely been translated to Western audience thr...
I have no insights into the Adani Group saga as I have zero experience reseaching single name equities. I would not even know where to begin. However, I think that there is a bro...
This is my 🧵on the US October 7 semiconductor ban against China. I had a lot of questions about this from FinTwit followers. Since I write research for a living, I cannot just post...
It's time for a thread on the European natural gas freakout. No doubt, Europe should be concerned given that the TTF contract is up over 200% YTD. But with the EURUSD at parity (a...