Chinese replay of Japan’s two lost decades
Matein Khalid There is now no doubt in my mind that we are witnessing a replay of the inflection point in the global liquidity cycle that culminated in the Asian currency meltdown in 1997,…
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Matein Khalid There is now no doubt in my mind that we are witnessing a replay of the inflection point in the global liquidity cycle that culminated in the Asian currency meltdown in 1997,…
Matein Khalid Dubai’s royal and merchant elite has always had a significant financial exposure to UK PLC, and thus sterling. The…
Matein Khalid Three generations of Gulf Arabs have been enraptured with German luxury auto brands like Mercedes, BMW, Porsche and Audi.…
Matein Khalid I expected a bond market bloodbath ever since the yield on the 10 year US Treasury note rose above…
Matein Khalid Literature is often a better guide to navigate the emerging markets than the cold algorithms of modern finance. This…
Matein Khalid Saudi Arabia’s unilateral 1 MBD output cut in Vienna last week did not trigger a credible rally in crude…
Girish Linganna The cries ae silenced. The dust has settled. The blood stains have all but faded! But there is a…
Matein Khalid The $7 trillion foreign exchange market can be merciless if you read its macro smoke signals wrong or ignore…
Matein Khalid President Erdoğan recalled his pro-markets ex-Wall Streeter Mehmet Şimşek as Finance Vizier and the head of MIT who negotiated…
By Matein Khalid Bubbles are a recurrent phenomenon in financial markets, from Dutch Tulips in Rembrandt’s Amsterdam to Kuwait’s Souk al…
Matein Khalid I have been fascinated by the global commodities markets ever since I lost a semester’s tuition at Penn trading…

English will retain its position as the world’s most widely spoken language over the next decade and teachers will continue to…
Numerous businesses and organizations currently acquire, store, and exploit personal data in the digital age. People may now share their personal…
By Matein Khalid The global EV market has entered a cutthroat, even Darwinian competitive dimension now that Tesla (TSLA) has initiated…
What parent doesn’t want their children to willingly pitch in and complete routine household chores? In his eye-opening new book, How…
When Bangladesh came into being in December 16, 1971 after a nine-month bloody war, it was a nearly destroyed, looted and…
Matein Khalid Three millennia of Chinese history and the neonlit grandeur of Macau are a testament to the fact that passion…
Matein Khalid Was King Dollar dethroned in November? The trade weighted US Dollar Index rose 20% from June 2021 to November…
Matein Khalid Don’t fight the Fed is a Wall Street cliché that makes total strategic and tactical sense as America heads…
Matein Khalid Tesla (TSLA) was a fairytale in 2020 when it soared 740% and then 50% in 2021. The fairytale has…
Youssef Mouallem At the height of the pandemic, flights ground to a halt and both the travel and aviation industries took…
Matein Khalid An asteroid collision with earth 65 million years ago created a mass extermination event that wiped out the dinosaurs.…
Matein Khalid My digital purdah came to an end with a bang and not a whimper as Powell made it clear…
Matein Khalid I was invited by Geneva’s Bank Syz for a fascinating discussion with its CIO Charles Monchau and some of…
Matein Khalid Investor | Family Office CIO | Portfolio Strategist | Board Advisor | VC | Finance Professor Brazil will elect…
Matein Khalid Investor | Family Office CIO | Portfolio Strategist | Board Advisor | VC | Finance Professor There will be…
Matein Khalid Microsoft is down 7.8% as I write as the thesis I outlined yesterday for the 330 short is sadly…
Matein Khalid Investor | Family Office CIO | Portfolio Strategist | Board Advisor | VC | Finance Professor Russia’s terror bombing…