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Deep-Dives | Curated insights across markets, macros, history & more

Deep-DivesGlobalCurated insights across markets, macros, history, and intelligenceShowing 8 of 8

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-DivesGlobalShowing 8 of 8

https://research.gavekal.com/article/shattered-assumptions-and-the-energy-quandary/

*Shattered Assumptions And The Energy Quandary | Louis-Vincent Gave | Gavekal Research Report*

Mar 27, 2026·Report

Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It

> "Inflation is going to continue to accelerate... Inflation is going to go into the double digits and who knows it may even go into the triple digits..." - **Peter Schiff** [[00:09:32](https://youtu.be/0lpTkXx79zA?si=V1h2UNl5qbzHp0vt&t=0h9m32s)] > "If we kept track of unemployment and inflation... the way we did in the 70s, you would have to double pretty much both the unemployment rate and the inflation rate..."…

Mar 19, 2026·Gold

Talking with Barry Ritholtz | Paul Krugman

> "The secret to being a civilized money manager is to grow up lower class you don't adopt all of the latestage capitalism effects." - Barry Ritholtz (On maintaining perspective in finance) [00:00:42](https://www.youtube.com/watch?v=M5eIwNMG8A4&t=0h0m42s) > "History tells us that those sort of consensus views—that sort of fear—that tends not to be what happens. Usually it's not even something in the middle; it's…

Mar 2, 2026·Economics

3 Investing Principles And Why They Signal International Markets for 2026 | 19 Feb 2026 | RBA

**The Three Core Investing Principles** The report grounds its outlook in three "tried and true" principles that dictate long-term market performance: - **Earnings Growth as the Driver:** It is the *growth* of earnings, rather than the absolute level, that dictates equity performance. - **Capital Scarcity:** Return on Invested Capital (ROIC) is historically highest in areas where capital is scarce. - **Cycle…

Feb 22, 2026·Equity

Public Markets Are a Shrinking Part of the US Economy | Torsten Slok's 'The Daily Spark' | February 7, 2026

Most of the time in financial markets is spent on discussing Nvidia, Apple and Coca-Cola, but these firms and the rest of the S&P 500 companies only make up a very small part of the US economy, see our chart book [available here](https://www.apolloacademy.com/wp-content/uploads/2026/02/020726_Public-VS-Private_Chart-Book_v3.pdf). For example, employment in S&P 500 companies is only 18% of total US employment.…

Feb 19, 2026·Apollo

https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.pdf

*#Commodities Markets Are Small Compared to Bond and Equity Markets #Assets #GoldmanSachs*

Feb 19, 2026·Investment

https://andromedainvestors.com/investor-letters/860/

*"Markets pricing goldilocks. World moving towards fat tails. Point of most fragility - credit markets." | Fat Tails on Fire (The Silver Bullet - No. 15) | Andromeda Capital Management*

Feb 17, 2026·Investment

https://www.deloitte.com/lu/en/services/consulting-financial/research/art-finance-report.html

> **Top three auction houses accountfor nearly half of the global auction market**: Since the COVID-19 pandemic,Christie’s, Sotheby’s and Phillips havesolidified their dominance in the international auction market. In 2024, theywere responsible for 44% of public auctionsales, a decrease from 52% in 2022 butholding steady from 2023. This high levelof concentration underlines their centralrole in shaping the art…

Feb 6, 2026·Art

Report Energy Investment

+55 more tags

Macro / Economics Crude Oil & Energy Commodities Report, Blogs & Insights Markets & Investments

https://research.gavekal.com/article/shattered-assumptions-and-the-energy-quandary/

Shattered Assumptions And The Energy Quandary | Louis-Vincent Gave | Gavekal Research Report

View Full Article

UJ

Mar 27, 2026

Gold Gold & Silver Investment

+66 more tags

Macro / Economics

Economics Equity Global

+55 more tags

Equity Finance Investment

Investment Goldman Sachs Asset Class

Investment Andromeda Capital Outlook 2026

+5

Art Alternatives Investment

Markets & Investments

Monetary Policy

Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It

"Inflation is going to continue to accelerate... Inflation is going to go into the double digits and who knows it may even go into the triple digits..." - Peter Schiff [00:09:32]

"If we kept track of unemployment and inflation... the way we did in the 70s, you would have to double pretty much both the unemployment rate and the inflation rate..."…

View Full Article

UJ

Mar 19, 2026

Macro / Economics

Markets & Investments

Talking with Barry Ritholtz | Paul Krugman

"The secret to being a civilized money manager is to grow up lower class you don't adopt all of the latestage capitalism effects." - Barry Ritholtz (On maintaining perspective in finance) 00:00:42

"History tells us that those sort of consensus views—that sort of fear—that tends not to be what happens. Usually it's not even something in the middle; it's…

View Full Article

UJ

Mar 2, 2026

+6

6 more tags

Macro / Economics Markets & Investments RBA Report Report, Blogs & Insights Wall Street

3 Investing Principles And Why They Signal International Markets for 2026 | 19 Feb 2026 | RBA

The Three Core Investing Principles

The report grounds its outlook in three "tried and true" principles that dictate long-term market performance:

Earnings Growth as the Driver: It is the growth of earnings, rather than the absolute level, that dictates equity performance.
Capital Scarcity: Return on Invested Capital (ROIC) is historically highest in areas where capital is scarce.
**Cycle…

View Full Article

UJ

Feb 22, 2026

Equity

+55 more tags

Markets & Investments Public Markets Report, Blogs & Insights Reports US

Public Markets Are a Shrinking Part of the US Economy | Torsten Slok's 'The Daily Spark' | February 7, 2026

Most of the time in financial markets is spent on discussing Nvidia, Apple and Coca-Cola, but these firms and the rest of the S&P 500 companies only make up a very small part of the US economy, see our chart book available here. For example, employment in S&P 500 companies is only 18% of total US employment.…

View Full Article

UJ

Feb 19, 2026

+5

5 more tags

Finance Report, Blogs & Insights Markets & Investments Equity Commodities

https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.pdf

#Commodities Markets Are Small Compared to Bond and Equity Markets #Assets #GoldmanSachs

View Full Article

UJ

Feb 19, 2026

5 more tags

Reports Report Finance Report, Blogs & Insights Markets & Investments

https://andromedainvestors.com/investor-letters/860/

"Markets pricing goldilocks. World moving towards fat tails. Point of most fragility - credit markets." | Fat Tails on Fire (The Silver Bullet - No. 15) | Andromeda Capital Management

View Full Article

UJ

Feb 17, 2026

+3

3 more tags

Report Report, Blogs & Insights Markets & Investments

https://www.deloitte.com/lu/en/services/consulting-financial/research/art-finance-report.html

Top three auction houses accountfor nearly half of the global auction market: Since the COVID-19 pandemic,Christie’s, Sotheby’s and Phillips havesolidified their dominance in the international auction market. In 2024, theywere responsible for 44% of public auctionsales, a decrease from 52% in 2022 butholding steady from 2023. This high levelof concentration underlines their centralrole in shaping the art…

View Full Article

UJ

Feb 6, 2026