The Coal Trader

The Coal Trader

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The Coal Trader
The Coal Trader
Developing Thesis for 2024

Developing Thesis for 2024

With a Post FOMC Addendum

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The Coal Trader
Dec 14, 2023
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The Coal Trader
The Coal Trader
Developing Thesis for 2024
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I'm developing a new macro perspective on the global economy. It centers around the idea that despite the prevalent discussions about deglobalization and resistance from Western nations towards China, these factors are either not as impactful as suggested or they’re mostly irrelevant. By "irrelevant," I mean to say that emerging markets appear to be app…

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