X | Harmony OF Resilience
Recorded in space and sent to Earth via SpaceX’s Starlink constellation, Polaris Dawn crewmember and violinist Sarah Gillis invites you to enjoy this music moment in support of St. Jude & El Sistema USA
Mauldin Economics | How the US Turned Its Financial System into a Super Weapon with Saleha Mohsin
“After Russia invaded Ukraine, the US and its allies froze over $58 billion in assets from Russian oligarchs and blocked major Russian banks from using the international payment system, known as SWIFT. Did the US cross a line in terms of weaponizing the dollar and denying access to the global financial system—opening the door to other nations losing confidence in the US dollar?
Saleha Mohsin, a senior Washington correspondent for Bloomberg News and my guest today on Global Macro Update, pegs the watershed moment for dollar weaponization back decades earlier, to the aftermath of the Sept. 11 attacks. She covers this in detail in her book, Paper Soldiers, which has been one of my favorite geopolitical reads of the year.
We delve further into dollar weaponization in our interview, along with Saleha’s unique take on US populism. She sees the US’s strong dollar policy as a primary driver of the hollowing out of the US middle class and the loss of our manufacturing base.”
YouTube | The TRUTH About Michael Jordan’s Career
In part 2 of “The Jordan Files,” we continue the comprehensive breakdown of Michael Jordan’s playoff career, analyzing every shot, moment, and detail, from the iconic highlights to the forgotten instances that shaped his postseason legacy.
Ares Management | Creating Your Own Adventure in Private Real Estate
Last year, Ares wrote about approaches investors could use to time commitments to private funds. The punchline is as follows…
Epoch Health | A Comprehensive Guide to Choosing the Right Protein Powder (If Needed)
“From hemp to pea to whey—protein powders are a staple for many people seeking to boost their overall protein intake and health. With the wide range of options available, each boasting unique benefits and potential drawbacks, navigating the spectrum of protein powders can be daunting. Understanding the various types is essential for making an informed choice that best aligns with your dietary and fitness goals.”
Oaktree Capital | Shall We Repeal the Laws of Economics?
“For months, I’ve been saving up clippings for a memo on the above topic, but favorite subjects such as risk, debt, and uncertainty repeatedly jumped the queue, delaying my intended memo until the U.S. election season got into full swing, making it compelling. Like me, you’ve undoubtedly noticed that politicians ranging from former President Trump and Vice President Harris to down-ballot candidates are back to making promises that ignore economic reality. Trump’s call for tariffs and Harris’s attack on grocery profiteering are merely two examples of proposals that would impose costs the candidate ignores (in Trump’s case) or that fail to reflect a meaningful understanding of the problem (in Harris’s case). My purpose, of course, is not to promote or dismiss either candidate, but rather to illustrate that there is no “free lunch” in economics, despite candidates’ assertions to the contrary.”
YouTube | Oasis – Live at Maine Road (Night 2) – Full Broadcast – 4/28/1996
With the news that Oasis would be reforming in 2025 for a series of gigs across the UK (and maybe beyond), it seemed rude not to include this video of their epic show at Maine Road in Manchester in 1996 when the band were at their peak.
Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.