July 10, 2018
The Silver Bullet | A Slow Motion Re-pricing
At the beginning of 2018, we positioned more cautiously for markets caught between headwinds from the end of QE and...
Lesen Sie weiterJuly 10, 2018
At the beginning of 2018, we positioned more cautiously for markets caught between headwinds from the end of QE and...
Lesen Sie weiterMay 1, 2018
After a decade of monetary stimulus, central banks have pledged to exit loose monetary policy. Except for the Fed, their...
Lesen Sie weiterMarch 28, 2018
The demand for certainty is one which is natural to man, but is nevertheless an intellectual vice. To endure...
Lesen Sie weiterFebruary 27, 2018
For some, the events of the past few weeks represent a standard correction, after which markets will return to normal....
Lesen Sie weiterFebruary 1, 2018
I used to think if there was reincarnation, I wanted to come back as the president or the pope or...
Lesen Sie weiterDecember 12, 2017
Your loving give me such a thrill But your love dont pay my bills Now give me money Thats what...
Lesen Sie weiterOctober 31, 2017
Imagine a coin. Now theres a ninety percent chance of flipping the coin and getting heads, and a ten percent...
Lesen Sie weiterSeptember 21, 2017
A Martian economist lands on Earth. The most famous economists from Earth gather to greet their new visitor. They speak...
Lesen Sie weiterAugust 17, 2017
I find your lack of inflation disturbing Darth Vader
Lesen Sie weiterJuly 20, 2017
Fantasy. Lunacy. All revolutions are, until they happen, then they are historical inevitabilities. ? David Mitchell, Cloud Atlas
Lesen Sie weiterJune 15, 2017
Stability leads to instability. The more stable things become and the longer things are stable, the more unstable they will...
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