Marko Papic @Geo_papic
BCA Research. Geomacro strategist. Author of Geopolitical Alpha. Podcast host of "Geopolitical Cousins." Views on Twitter are my own. geopoliticalalpha.com Santa Monica, California Joined March 2022-
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Big fan of an early Saturday morning in Munich... starting off with a Butterbrezel. Or three. Overall, I am immensely impressed with all things Bayern. (Except the football team... I remain a Borussia Dortmund fan! Sorry München!).
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If you don't like that, you don't like NBA basketball!
If you don't like that, you don't like NBA basketball!
The latest Geopolitical Cousins has dropped! podcasts.apple.com/de/podcast/17-…
There is little that the US gets from its new "alliance" with 🇦🇷. But, ideology does matter. And the US - but really a lot of other countries in the world as well - really need Milei to do well. The pivot away from the Buenos Aires Consensus is at stake! bloomberg.com/news/articles/…
🇨🇳has access to 1.x billion people for its entrepreneurs and scientists. But the 🇺🇸- thanks to its immigration policy and quality of life - has access to 8.2 billion! Is that statement still true? Because it really comes down to that... What comes down to that? Everything.
Why wouldn't the US just send a squadron of F-22s into Poland and start clandestinely operating inside Ukrainian airspace? And if called on it by Russia, just use Kremlinesque style denial. At this point, what is Russia really going to do? Nuke Ukraine? It's been THREE YEARS…
If Trump were not the president, the SCO in Tianjin would have still happened and the collection of countries that attended would still have attended. The only difference is the sentiment of the press that is covering it. I'm like "THE MULTIPOLARITY GUY." And some of this…
Another Geopolitical Cousins drop... a little philosophical, this one... podcasts.apple.com/us/podcast/elo…
Big congratulations to the German basketball team for the Eurobasket crown. What a generation. And what a performance by Fiba Dennis. @DS17_FG may be one of the greatest Fiba gamers, perhaps ever. MVP at Eurobasket and World Championships... Come on now. P.S. Lakers miss you.
The irony is that most of my clients on Wall Street think that geopolitics can help them generate alpha (it cannot) and that it has nothing to do with r* (it has everything to do with it).
The irony is that most of my clients on Wall Street think that geopolitics can help them generate alpha (it cannot) and that it has nothing to do with r* (it has everything to do with it).
Es un honor aparecer en @LANACION! Gracias Argentina! lanacion.com.ar/opinion/milei-…
Gracias @arielgmaciel por la conversación! perfil.com/noticias/econo…
I read this marketing and thought to myself, yeah... that's awesome! And then realized that... this is literally MY product. Need more coffee at 4:27am. And YOU need to click on the link below. 😃
I read this marketing and thought to myself, yeah... that's awesome! And then realized that... this is literally MY product. Need more coffee at 4:27am. And YOU need to click on the link below. 😃
Should also mention immigration. When I speak to farmers, they mention things like tariffs. But less so now that most of the trade war is behind us. The biggest bottom line issue now is migration uncertainty. bbc.com/news/articles/…
They were all also bearish going into August and September because... well... seasonality. bloomberg.com/news/articles/…
New Geopolitical Cousins has dropped! podcasts.apple.com/us/podcast/pol…
This is THE question for stocks over the next three months.
This is THE question for stocks over the next three months.
I actually am in Buenos Aires today! I think this is a great opportunity for the government to fix the perception of political patronage and focus further on structural reforms. There is still a lot of time before the October election, which is key. bloomberg.com/news/articles/…
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