Toggle navigation
TWText.com
TWText.com
faq
Contact US
Follow US
Raoul Pal
RaoulGMI
Another reminder to not loose sight of the big picture...The UK banks are about to break the only support since the start of the index in 1986. The EU banks
Read more
How to do COVID right - The Cayman Islands.We have tested 40% of the population thus far. Had 1 death. Have 5 active cases, all asymptomatic. No new cases in
Read more
The Insolvency Phase (The End of Hope)I am on red alert waiting for final confirmation that the Hope phase of the market has passed (March to June was my target
Read more
I note the frequent references on Twitter to Sweden's response to COVID with a light lockdown. There are a few issues here. Swedes, being a sensible bunch, took preventative action.
Read more
Just your periodic reminder that the Spanish banks are bust. They are all going to zero and will have to be nationalised.But first, here is the monthly chart of the
Read more
The Dollar Standard:The US Economy fell from 40% of World GDP in 1960 to just 25% today.However, 79.5% of all world trade is conducted in US dollars.84% of all non-domestic
Read more
Advice needed-@TetotRemi and I are looking into relatively high frequency (daily) alternative data sets to monitor global activity from credit card data to traffic, from airport traffic to restaurant bookings,
Read more
The Dollar Wrecking Ball:I hear the narratives that the Fed is printing money...Brrr... and that is going to cause a dollar collapse. I worry that this narrative is very wrong.
Read more
Oil is deflationary. Soft commodities look like they are going to follow suit and the US farmer is sadly going to be driven into bankruptcy, just like the shale patch...1/
Read more
I sense that everyone is bearish the dollar due to the Fed actions. As you know, I am firmly in the dollar bull camp. This chart helps explain my view
Read more
A bit of Sunday morning stuff...The three things that profoundly changed my thinking or understanding of my world over the last 8 years: 1. Developing my Monsoon theory based around
Read more
With one of the largest deflationary waves in modern history underway, the chances of negative CPI is very high. That might mean the Fed will do the unthinkable in the
Read more
‹
1
2
3
›