Ridge Creek Global
ridgecreekglobal.bsky.social
Ridge Creek Global
@ridgecreekglobal.bsky.social
Investment firm with a focus on energy transition, macro economics and Southeast Asia.
While most people were celebrating the Fourth of July with fireworks and barbecues, we were busy planning a trip to Washington D.C., to protect a different kind of freedom: the freedom for shareholders to have a voice when it comes to proxy voting. #freedom www.ridgecreekglobal.com/post/celebra...
Celebrating Fourth of July Freedoms by Defending Shareholder Rights
Here in the United States, July always begins with a celebration of independence and freedom, when we commemorate the adoption of the Declaration of Independence on July 4th. A day that set the United...
www.ridgecreekglobal.com
August 5, 2025 at 8:27 PM
The US Dollar is experiencing its worst first half in 50 years, coupled with expanding deficits and debt at a rapid pace creates concerns. For more on this, visit: www.ridgecreekglobal.com/post/1998-le... #investing #currencies #CHF #bigbeautifulbill #deficits #debt #gold #USA #Trump #inflation
1998: Lessons from a seasoned Indonesian who weathered the Asian Financial Crisis OR what to do if we have a currency crisis in the United States.
Last summer, members of our team traveled to Indonesia. Their travels brought them in contact with long time business owners in Jakarta, who had very interesting insights into how they handled the Asi...
www.ridgecreekglobal.com
June 30, 2025 at 8:19 PM
With the US currently running large double deficits and benefitting from hot money flow. We decided to look into the risk of the United States entering in a currency crisis similar in nature to Asia in 1997 #Trump #deficit #budget #inflation #USD #crisis www.ridgecreekglobal.com/post/asian-f...
Budget Deficits, Current Account Deficits, Substantial Foreign Investments (Helping the Market Rise)…What’s to Worry About? The 1997 Asian Financial Crisis as a Warning for the United States Today
A Decade of Blazing Investment Returns Over the past decade, the United States stands alone as the clear-cut champion of investment returns. On the surface, the dominance of investment returns is an i...
www.ridgecreekglobal.com
June 13, 2025 at 9:19 PM
The recent announcement of increased financial support from major East Asian nations to ASEAN countries is noteworthy. Cross-border negotiations are progressing and not just with the United States. #Trump #trade#China #Japan #SouthKorea #ASEAN www.reuters.com/sustainabili...
Japan, China, South Korea, ASEAN enhance regional financial safety net
Japan, China, South Korea and the 10 ASEAN countries agreed to enhance their regional financial safety net by launching a new lending facility aimed at swiftly responding to crises caused by pandemics and natural disasters.
www.reuters.com
May 6, 2025 at 4:10 PM
This week, we delved into the risks associated with the US endeavoring to reshape the global landscape through tariffs, pondering if this mirrors the Suez Crisis of 1956.
#Trump #tariffs #SuezCrisis #China #USD #trade #Europe #UK #France #currencies www.ridgecreekglobal.com/post/our-sue...
Our Suez Moment: The U.S. Tariff Gamble. How a High-Risk Attempt to Re-Establish a Past World Order Could Damage Brand U.S.A., Impact Investments, and Enhance the Speed of a New World Order
Learning from the past: How the U.S. Tariff Gamble could be its Suez Crisis Moment and Enhance the Speed of a New World Order
www.ridgecreekglobal.com
May 5, 2025 at 5:19 PM
Saudi Arabia is tired of trying to prop up oil prices. Will be interesting to see how US drillers respond (we would guess less drilling and production). The rise of EVs is having clear impact on demand for oil. #oil #OPEC #GDP #economy #USA #Trump #China #EV www.reuters.com/business/ene...
OPEC+ to agree another accelerated oil output hike for June, source says
Eight OPEC+ countries meeting on Saturday will agree to a further accelerated oil output hike for June of 411,000 barrels per day, a source told Reuters shortly before an online meeting of the countries.
www.reuters.com
May 3, 2025 at 3:53 PM
Decent jobs report today is not supporting the USD. Certainly not helped by Trump trying to direct the Fed to cut rates after the jobs report. Will be keeping an eye on the Dollar Index to see if it continues a rebound from recent lows or reverts back to tracking lower. #USD #Trump #GDP #jobs
May 2, 2025 at 2:08 PM
Another week another economic indicator moving in the wrong direction. Certainly creating concerns. #inflation #investing #GDP
May 2, 2025 at 12:45 AM
Will be interesting to see the impact on consumer confidence and spending if this does impact 10 million borrowers. Looks like potentially more shock therapy for the economy. #Trump #studentloans #spending #consumer #education www.cbsnews.com/news/student...
Student loan borrowers in default face garnished wages, Education Department says
Nearly 10 million borrowers could be in default within a few months, according to the department.
www.cbsnews.com
April 30, 2025 at 6:03 PM
Today's data suggests a potential shift towards stagflation in the United States. Keeping an eye on these economic indicators and hoping for a positive turnaround soon. #US #GDP #Trump #economy #trade #inflation #PCE #employment
April 30, 2025 at 1:23 PM
Another day of disappointing economic data. Hopefully it turns around soon. #Trump #US #economics #GDP #growth
April 30, 2025 at 1:19 PM
Another day and another Fed Regional Index misses expectations. This time it was the Dallas Fed Service Index. The fact that all the regional indexes are moving deeply negative at the same time is a concern. #investing #economy #US #inflation #uncertainty #GDP #Fed
April 29, 2025 at 6:42 PM
Hope power returns soon. Before we jump to conclusions (many are implying the cause is high renewable load) remember the blackout in Northeast USA in 2003 was caused by high voltage lines touching untrimmed trees in Ohio. #Spain #Portugal #renewable #USA #solar #wind www.bbc.com/news/article...
In pictures: Spain and Portugal power outage chaos
Photos show the disruption caused by power cuts that have affected large parts of Spain and Portugal.
www.bbc.com
April 28, 2025 at 7:27 PM
The Dallas Fed Manufacturing Index came in at -35.8. Hopefully next month looks better since this is much weaker than forecast. #Trump #USeconomy #US #inflation #manufacturing #Fed #economicactivity #jobs
April 28, 2025 at 3:00 PM
The first quarter Atlanta Fed GDPNow forecast does not look pretty. Some economic policy will likely need to be adjusted quickly to avoid a recession. Time will tell. #US #economy #Trump #GDP #FED #gold #inflation
April 28, 2025 at 1:36 AM
Breaking records early! The PJM grid has already seen a remarkable surge in solar generation this year, and it's only April. Anticipating the final tally over the next 2 to 3 months promises an exciting reveal. #RenewableEnergy #SolarPower #PJMGrid #energy #future #solar #battery #electricity
April 25, 2025 at 6:50 PM
It it hard for investors to make forecasts when the United States seems to be negotiating with itself at this point when it comes to China. #Trump #trade #inflation #future #stocks #bonds #gold #USD #China #RMB www.cnn.com/2025/04/22/b...
Trump says China tariffs will ‘come down substantially,’ hinting at potential U-turn | CNN Business
US President Donald Trump has signaled a potential U-turn on his trade war with China, saying the high tariffs on Chinese goods will “come down substantially, but it won’t be zero.”
www.cnn.com
April 23, 2025 at 7:19 PM
As the USD, US bonds and the US stocks drop it reminds me a HEMORRHOID. Like a Hemorrhoid if the US Dollar, long term government bonds and the US stock markets drop and do not go back up we have a problem. #Trump #economy #markets #bonds #inflation #investing #tariffs #trade #future
Markets Are Discovering the Real Trump Trade Is ‘Sell America’
The president’s attacks on the Fed are pushing the world further off its American axis, as governments and investors lose confidence in the US dollar and bonds.
www.bloomberg.com
April 21, 2025 at 11:51 PM
The market does not seem to support the idea of removing the Fed Chair. #inflation #US #Trump #markets #bonds #treasuries #interestrates #stocks
April 21, 2025 at 8:21 PM
The last time the Federal Reserve allowed itself to be influenced by politicians was when Arthur Burns was Chairman from 1970-1978. That was a period of economic stagnation and inflation. #Trump #Fed #Powell #markets #USD #VIX #inflation #Gold #Currencies www.cnbc.com/2025/04/18/t...
Trump will study whether to fire Fed Chair Powell, adviser says
"The president and his team will continue to study that matter," the White House economic adviser said.
www.cnbc.com
April 18, 2025 at 6:53 PM
So far "liberation day" is not bringing new orders for manufacturers in the Philadelphia Fed region. The data is not moving in the right direction. Hopefully that changes soon. #US #Trump #manufacturing #economy #markets #inflation
April 17, 2025 at 4:22 PM
China COULD move the US bond market even though it only holds around $1 trillion of US debt (I am including HK forex reserve assets as part of China). If the $1 trillion is concentrated in US Gov bonds it could be a problem. #tariff #China #trade #USA #treasuries #bonds #dollar #USD #inflation #RMB
April 16, 2025 at 12:11 AM
One of the countries with trade MOST impacted by our tariffs (Vietnam's trade surplus with the United States is equal to 25% of Vietnam's GDP) has actually had better equity market returns in 2025 than the stock market in the United States. #trade #Vietnam #US #Trump #markets #stocks #tariff
April 15, 2025 at 4:59 PM
The combined one-two punch of tariffs and a weakening dollar might make this a reality. Consumers are certainly concerned about rising prices in 2025. Only had to go back to 1981 to find a HIGHER rate of expected inflation. #tariffs #Trump #trade #inflation #pain #future #markets #investing
April 11, 2025 at 6:54 PM