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Tariq Carrimjee
May 6, 20234 min read
When bad news is bad news
For this entire 21st century developed country markets have become used to a way of operating that would not make sense in any other era:...
Tariq Carrimjee
Apr 1, 20234 min read
The Chickens Are Coming Home to Roost
We have elevated inflation, we have a continuing war in the Ukraine, we have rising tensions between the United States and China, we...
Tariq Carrimjee
Mar 6, 20234 min read
Moving away from Dollar dependence
Possibly the biggest, most fundamental shift that has been happening in the last year, that gets overshadowed by whatever the current...
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