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Charts of the Week
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Onshoring is a big theme now
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US-China de-coupling is sustaining the rotation into onshore businesses: US Onshore vs Offshore Pair GSPUSHOR
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Read of the Week
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Unraveling NVIDIA's meteoric rise: Is it just hype or grounded reality? Dive deep into the AI frenzy, geopolitical risks, and the unexpected twists in the tech world's narrative.
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Read More >
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Podcasts of the Week
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What the WSJ Gets Wrong About China with Louis Gave
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Mauldin Economics COO Ed D’Agostino talks to Louis Gave, CEO of Gavekal Research, about China’s so-called economic crisis, the Fed’s unspoken third mandate, and “the real story of the summer.” You’ll also hear about Louis Gave’s top investment themes, the future of reshoring, and what the United States’ $30+ trillion debt train means for the US dollar.
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41:47 mins By Mauldin Economics | 31 Aug 2023
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