@jvandewalle.bsky.social
Central banks started to pull back the quantity of gold they were buying in '25 as prices rose sharply and odds are will pull back further in '26. It makes for a gold market that is much more reliant on Western financial flows than has been the case in recent years.
December 29, 2025 at 2:06 PM
Reposted
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FT: "Brazilian president Luiz Inácio Lula da Silva has threatened to walk away from a blockbuster trade deal with the EU after key countries asked Brussels to delay a vote to approve the agreement."
www.ft.com/content/f147...
FT: "Brazilian president Luiz Inácio Lula da Silva has threatened to walk away from a blockbuster trade deal with the EU after key countries asked Brussels to delay a vote to approve the agreement."
www.ft.com/content/f147...
Lula threatens to walk away from EU-Mercosur trade deal
Warning comes after Italy and France pushed to delay vote on landmark agreement with South American nations
www.ft.com
December 18, 2025 at 4:37 AM
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FT: "Brazilian president Luiz Inácio Lula da Silva has threatened to walk away from a blockbuster trade deal with the EU after key countries asked Brussels to delay a vote to approve the agreement."
www.ft.com/content/f147...
FT: "Brazilian president Luiz Inácio Lula da Silva has threatened to walk away from a blockbuster trade deal with the EU after key countries asked Brussels to delay a vote to approve the agreement."
www.ft.com/content/f147...
Reposted
Reposted
a look at the deteriorating state of us/canada relations
April 28, 2025 at 5:06 PM
a look at the deteriorating state of us/canada relations
Reposted
imaginary friends matter too
April 28, 2025 at 5:32 PM
imaginary friends matter too
Brazil's opportunities and many challenges.#emergingmarkets
www.linkedin.com/pulse/quo-va...
www.linkedin.com/pulse/quo-va...
Quo Vadis, Brazil? Opportunities and Challenges in The New World Order
The vast majority of Brazil’s population has no recollection of the “miracle economy” years (1968–1973), when the country was a rising industrial power and the star of the developing world. After over...
www.linkedin.com
February 17, 2025 at 5:18 PM
Brazil's opportunities and many challenges.#emergingmarkets
www.linkedin.com/pulse/quo-va...
www.linkedin.com/pulse/quo-va...
Reposted
'While tech may not like to compare itself to more earthy sectors, mining companies have learnt the hard way that investors do not tolerate overinvestment forever.' www.ft.com/content/279f...
February 5, 2025 at 7:53 PM
'While tech may not like to compare itself to more earthy sectors, mining companies have learnt the hard way that investors do not tolerate overinvestment forever.' www.ft.com/content/279f...
Reposted
'We are living through an “Age of Bubbles” and these bubbles are hiding America’s deep economic weaknesses.' dcahn.substack.com/p/its-all-on...
It’s All One Bubble
America’s bubble economy has been hiding its economic weaknesses. What happens when it pops?
dcahn.substack.com
January 28, 2025 at 4:51 PM
'We are living through an “Age of Bubbles” and these bubbles are hiding America’s deep economic weaknesses.' dcahn.substack.com/p/its-all-on...