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Here's my comprehensive, strategic framework for how the US and Europe should approach the Middle East: 1) Produce our own oil and gas 2) Leave it the fuck alone

GOOD VIBES AT NATO - GOOD FOR DEFENSE STOCKS? Trump arrives in triumphant mood and NATO chief Mark Rutte comes well-prepared as he has aligned almost all NATO countries behind the new 5% (or 3.5+1.5) spending target. However, a growing North/South divide risks disrupting the

😅😅 That was close but the cease-fire seems to hold so far

Curious about how Trump’s new tariff war, geopolitical shifts, and the latest in AI-driven investing are shaping global markets in 2025? 🤔 In our latest episode, Martin Wichmann and Mikkel Rosenvold — macro analyst, geopolitical expert, and co-founder at Steno Research dive

Rutte is really getting into the spirit of things. This is North Korean cabinet meeting level of flattery.

Ugens AFUERA Er det kernevelfærd at bruge 430 mio. kr på at lokke flere afrikanske studerende til Danmark?

Did Trump secretly agree to begin lifting sanctions on Iran as part of the cease-fire. We don't know yet, but it seems plausible and in line with prior communication. Sanctions are generally very ineffective geopolitically - but they do carry importance as a bargaining chip.

Huge news. If true, Trump has completed his u-turn on Russia - perhaps in an attempt to get the BBB passed

Seems to be a lifting of sanctions on uranium trade? Very hard to read the Trump strategy on Russia right now tbh 😅

Putin-Macron phone call Talks seemingly very inconclusive, but interesting that Putin is talking to anyone but the US.

Business Announcement: Steno Research Sold. Strategic JV Signed. The past few years have been both fantastic and, frankly, insane. So here’s the headline: My business partner Mikkel Rosenvold and I have sold Steno Research and entered a strategic joint venture with

Grateful to be partnering with the very talented Steno Research team! This amazing team has become a core part of the RV experience and we look forward to building upon their success and offering their clients a world class experience to add even more value.

A league of Turkic states is emerging as a significant power bloc in the post-Russian space. Russia may win the war in Ukraine, but has lost most of its global influence and power, most visibly in the ‘near abroad’, including Caucasus and Central Asia.

Ugens AFUERA Er hundevæddeløb kritisk kernevelfærd? Ja, 500.000 kr. er småpenge, men husk på at der har siddet en embedsmand og skrevet sager, indstilling, aktstykke og efterfølgende skal han/hun så sidde og udbetale pengene til diverse væddeløbsbaner og føre tilsyn med

🔥 Macro Monday time with Andreas Steno Larsen & Mikkel Rosenvold *recorded on Friday, July 11, 2025.

Trump is breaking out of Putin’s friendzone. The tariffs package and increased weapons support for Ukraine is significant but doesn’t change the strategic calculation for Putin.

June CPI confirms our view: goods are quietly starting to reinflate, but disinflation in services and housing still dominates the overall picture. That’s the sweet spot—reflation brewing beneath the surface, but not enough to provoke a hawkish pivot. Ideal setup for a portfolio

Let me just re-iterate this. The best thing the West can do for the Middle East is to stop buying their oil and gas and leave them alone.