Contrarian Alert: “Is Inflation Dead?” Makes The Cover Of Businessweek
In the financial world, those who subscribe to the contrarian school of thought (including myself) keep an eye out for…
In the financial world, those who subscribe to the contrarian…
Macro and Credit – Showdown
“In every battle there comes a time when both sides consider themselves beaten, then he who continues the attack wins.”…
“In every battle there comes a time when both sides…
Germany Collapsing?!
We just got the latest stats out from Germany and PMIs is not a pretty reading. *GERMANY APRIL SERVICES PMI…
We just got the latest stats out from Germany and…
Trust the Pro?
Recent melt up in equities has been epic. Most markets are up massively since the Christmas lows. Having strong directional…
Recent melt up in equities has been epic. Most markets…
Drive For Show
In golf there is an old axiom: “Drive for show. Putt for dough.”  This past weekend, Tiger Woods completed a…
In golf there is an old axiom: “Drive for show.…
Brexit Inverted Panic
Having much view on Brexit is practically impossible. The most noteworthy is the total lack of enthusiasm, either way, not…
Having much view on Brexit is practically impossible. The most…
Nothing Moves…Until it Moves
Lack of volumes and lack of volatility is starting to become a “problem” for many. A “normal” level of volatility…
Lack of volumes and lack of volatility is starting to…
In EUR we trust
We have highlighted the green shoots globally for a while now and at some point, one must put the money…
We have highlighted the green shoots globally for a while…
Remember, Yields Can Go Up
Equities up, volatility down and yields down, or wait. Today we saw some major moves higher in pretty much all…
Equities up, volatility down and yields down, or wait. Today…
No Risk?
The implosion in protection is reaching “epic” proportions. The sharp moves lower continues today and is seen across risk hedges.…
The implosion in protection is reaching “epic” proportions. The sharp…
Unintended Consequences of Hedging the Wrong Event
We have been writing about the imploding global volatilities across assets. The Brexit mess has managed creating some of the…
We have been writing about the imploding global volatilities across…
Visualizing the AI Revolution in One Infographic
Science fiction didn’t do a great job in preparing us for our first real encounters with AI. Most people probably…
Science fiction didn’t do a great job in preparing us…