MI2 Blog

Invitation to Vail, September 2023 As the sequential shocks of de-globalisation, Covid and the Ukraine war have upended so many previously complacent assumptions, it is...

Government Fund Launches TOB for JSR (4185) BoJ Said to Consider YCC Change as MoF Warns of Excessive Yen Weakness Panasonic (6752) Sets PBR Target...

I’m a Brit, AND an old bond trader, so I don’t normally do “exciting”. But I have to say, I felt strangely exhilarated as we...

“The cash flow… was insufficient to continue servicing its indebtedness”  For the last several weeks, we’ve been cheekily referring to real estate as a dumpster...

Initial optimism that the Biden Presidency would reinvigorate US-China relations didn’t even make it as far as January’s inauguration. At the start of the campaign...

Since launching Macro Insiders together in 2017, Julian Brigden and Real Vision CEO, Raoul Pal, have been sharing their respective frameworks, macro views and flash...

Back in 2008, like many others, Julian and Gretchen Brigden feared that their financial future may not survive the coming crash. Just three short years...

As children, we all loved a great fairy tale story before bedtime. Knights in shining armor, dragons, heroes and heroines, who – against the odds –...