“Eruption” – We are Telling You What is Coming
We always like to read Keith Decker and his thoughts. Here is an excerpt from his last piece via IceCap…
We always like to read Keith Decker and his thoughts.…
Remember Inflation?
By Jeremie Banet and Mihir P. Worah, PIMCO.com Although a rapid increase in inflation isn’t in most investors minds, the…
By Jeremie Banet and Mihir P. Worah, PIMCO.com Although a…
SOX Index – Achilles Heel of the Market?
We saw NASDAQ reach new highs last week. This is not surprising given the recent parabolic moves in names like…
We saw NASDAQ reach new highs last week. This is…
Black Rock Creates Crypto Team
Down some 65% from highs, Bitcoin is having a rebound today as we learn Black Rock is joining the crypto…
Down some 65% from highs, Bitcoin is having a rebound…
U.S. “Will Win the Trade War”
Late on Friday CNBC interviewed El-Erian on the Trade War topic. According to El-Erian, we should expect the US to…
Late on Friday CNBC interviewed El-Erian on the Trade War…
Watch out for Skewed “Facts”
Over the past days we have read several articles by so called pundits explaining how the VIX has come down,…
Over the past days we have read several articles by…
Are Markets Truly Efficient?
Jim Grant interviewing Mike Steinhardt, Real Vision “Markets….They are human institutions. And the idea of efficiency is one that has…
Jim Grant interviewing Mike Steinhardt, Real Vision “Markets….They are human…
Weekend Reads July 14th
Here’s What the World’s Biggest Investor Thinks the Markets Will Do Next Six Lies on the Trade Trumpism is here…
Here’s What the World’s Biggest Investor Thinks the Markets Will…
Volatility Down After the Trade War Spike – What’s Next?
Financial markets have seen equity volatility go up and down rather violently over the past weeks. Trade War has been…
Financial markets have seen equity volatility go up and down…
I Told Her How to Do Brexit
Being accused by Trump of wrecking the Brexit, as well as risking to destroy the US trade deal, Theresa May…
Being accused by Trump of wrecking the Brexit, as well…
(De) Globalization
According to OECD rising protectionism could depress long run global living standards by 14% over the next four decades if…
According to OECD rising protectionism could depress long run global…
Trade War On, Trade War Off
Financial markets are great at focusing on one theme and “sucking” traders into shuffling risk as news regarding one theme…
Financial markets are great at focusing on one theme and…
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