Popped balloons. The geopolitical risks to our financial markets.

Published: Feb. 6, 2023, 5:29 p.m.

Balloon down. How will China respond? Major offensive in Ukraine on the way. Farming and national security risk. Will China send a second round of inflation? Medicaid enrollment goes through the roof. Global minimum tax stupidity. Amazon and grocery shopping. Fake meat and why we do not run a short hedge fund. Chevron is investing\u2026in Algeria. Green dreams and Underwear Gnomes.