Field Notes Premium Edition

Today, we pull out our Greek mythology textbook and we turn to the story of Scylla and Charybdis. I only know this story because of that lyric from The Police song, Wrapped Around Your Finger: “Caught between the Scylla and Charybdis.” Years ago, I had to go look that up because I had no clue [Read More] …

Welcome to your Sunday digest…my weekly breakdown of the stories we’re thinking about and talking about in the Global Intelligence world.  This week, I’ve been out and about in Prague more than I’ve been in months, as the pandemic restrictions finally start to recede.   Restaurants have been reopening over the past week, mostly for outdoor dining, and I’ve been taking full advantage.  One evening, [Read More] …

I had a feeling I’d seen this place before. And it nagged at me… This particular moment arose during one of my first weeks living in Prague, going on three years ago. I was out exploring the city on foot, getting to know my newly adopted hometown. On a particularly scenic, cobblestone street just off [Read More] …

Gold is about to have a moment. Whether that’s a good moment that sends the metal to a new all-time high, or a moment that sees gold slip backwards a bit is the question. With today’s video letter, I want to show you some interesting technical analysis that hints at what’s to come in the [Read More] …

The dollar is dead—long live the dollar! By which I mean that we—as a society of savers and investors—might have just found a new safe-haven asset. For eons (or 77 years, technically) the U.S. dollar has been the world’s primary safe-haven investment. In times of fear, war, global economic dyspepsia, or pandemic, investors and savers [Read More] …