Are V-shaped PMIs misleading?
Those looking for confirmation of a V-shaped recovery may be misled by recent PMI readings.
Blog
A sales pitch for buying gold
Why the recent rally of gold prices is likely to continue, and what it has to do with historically low interest rates and the fall of the Dollar.
Slides on Neo-colonialism in Sub-Saharan Africa
Slides and references for a 2015 lecture on Sub-Saharan Africa.
Part 2: Underneath the surface of the coming recession
What underlies the long-term weakening of the global economy and the coming recession.
Part 1: How COVID-19 did not cause the recession
Outlining the signs that before COVID-19 a recession was building, and a big one at that.