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Spring lambs to the slaughter
Discover the latest insights in our "April 2024 Outlook." Explore the impact of the Baltimore bridge collapse, the rollercoaster ride with Tesla, and…
Apr 22, 2024
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Paul Gambles
2
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What are we saddled with?
MBMG Outlook, April 2026 (Part One)
Apr 4
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Paul Gambles
3
Up Shi'ite Creek (Part Two)
CIA Drinks......The Coup laid
Mar 14
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Paul Gambles
2
Up Shi’ite Creek…(Part One)
in dire Straits of Hormuz....
Mar 10
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Paul Gambles
4
1
Electile Weakness
This note was originally sent to clients of MBMG on 8th February, during the general election here in Thailand
Feb 20
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Paul Gambles
2
Ab Fabulists (Kevin Warsh - Part Two)
“Men bileve not lyghtly hym whiche is knowen for a lyer”.- William Caxton’s English (ish) version of Of the child whiche kepte the sheep
Feb 19
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Paul Gambles
1
Warsh (what is it good for?)
Superficially, Kevin Maxwell Warsh looks like the ideal profile for a Fed Chair. This note was sent to clients of MBMG Investment Advisory on 2nd…
Feb 17
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Paul Gambles
3
The Equilibrium Delusion: Why We All Ignore Chaos…..
From invasions to “Code Brown,” the world is screaming system failure. Meanwhile, the markets are just waiting for Trump's man to take over the Fed.
Feb 8
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Paul Gambles
2
1
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Trying to connect all the dots in markets, business and economics
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