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Tajdo Ventures
Portfolio Strategy
Macro news analysis
About
Contact
Donate
Portfolio Strategy
Macro news analysis
About
Contact
Donate
Jack Kroeger 06/03/2022 Jack Kroeger 06/03/2022

Crossing the Rubicon

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Jack Kroeger 13/01/2022 Jack Kroeger 13/01/2022

How much tightening will be required?

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Jack Kroeger 22/11/2021 Jack Kroeger 22/11/2021

Persistent inflation and a faster reduction in QE

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Jack Kroeger 25/10/2021 Jack Kroeger 25/10/2021

The Fed’s messaging is changing

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Jack Kroeger 19/10/2021 Jack Kroeger 19/10/2021

Chinese reinterpretations

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Jack Kroeger 13/10/2021 Jack Kroeger 13/10/2021

Just how scarce is copper?

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Jack Kroeger 02/10/2021 Jack Kroeger 02/10/2021

Observations: 2 October

The push and pull of various factors on growth

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Jack Kroeger 26/09/2021 Jack Kroeger 26/09/2021

Observations: 26 September

What does FedEx’s profit warning tell us about the cycle?

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Jack Kroeger 15/09/2021 Jack Kroeger 15/09/2021

Observations: 15 September

“Real” and man-made statistics and the PBOC

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Jack Kroeger 12/09/2021 Jack Kroeger 12/09/2021

Observations: 12 September

Gazprom, Dalian futures contracts and the e-CNY

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Jack Kroeger 19/06/2021 Jack Kroeger 19/06/2021

Observations: 19 June 2021

A prominent French think-tank proposes that the ECB implement “helicopter money”

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