Or is the whole financial orchard at risk? In the past two months, four US banks – with combined assets of over $450 billion – have failed. Credit Suisse, the once venerable...
About Jamie Dannhauser
The Fund Manager
Re-enter the dragon
How China’s reopening may light fires across the global economy. At the beginning of 2023, if we have certainty about anything, it’s how uncertain the path is for the global...
The Fund Manager
Staying power versus paying power
Inflation is running hot, even before wage-price pressures have begun. Central bankers tell us the current burst of inflation will be transitory and workers will not mind the...