November 10, 2017
WEF Article: How the American dream turned into greed and inequality
The American Dream is broken. Paul Ryan, speaker of the House of Representatives, recently stated that "in our country, the condition of...
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October 31, 2017
The Silver Bullet | The Central Bank Bubble: How Will It Burst?
Imagine a coin. Now theres a ninety percent chance of flipping the coin and getting heads, and a ten percent...
Continua a leggereOctober 16, 2017
Algebris launches PIR compliant-fund
Algebris Investments inaugurates the PIR space by launching the Algebris Core Italy Fund, a sub-fund of Algebris UCITS Funds plc.
Continua a leggereOctober 5, 2017
Bloomberg: A Volatility Trap Is Inflating Market Bubbles
Investors face a conundrum: The world is experiencing a record synchronous growth phase, but an increasing number of assets are...
Continua a leggereSeptember 21, 2017
The Silver Bullet | Interplanetary Bubbles
A Martian economist lands on Earth. The most famous economists from Earth gather to greet their new visitor. They speak...
Continua a leggereAugust 23, 2017
Bloomberg: Central Banks Need to End QE for the Sake of Markets
The annual Jackson Hole symposium on monetary policy starts this week. It will be about "Fostering a Dynamic Global Economy":...
Continua a leggereAugust 19, 2017
The Times: A destructive Brexit will create no winners, only a divided, poorer UK
With its back against the sea and outmatched in numbers, the British army managed to escape from Dunkirk and win...
Continua a leggereAugust 17, 2017
The Silver Bullet | Currency Wars: The Inflation Menace
I find your lack of inflation disturbing Darth Vader
Continua a leggereJuly 20, 2017
The Silver Bullet | Rebalancing and Revolutions
Fantasy. Lunacy. All revolutions are, until they happen, then they are historical inevitabilities. ? David Mitchell, Cloud Atlas
Continua a leggereJuly 19, 2017
FT: Politics is turning the screws on central banks’ easy money policy
We have all experienced that awkward moment during a night out. The lights turn on, the volume softens. You look...
Continua a leggereJuly 5, 2017
Bloomberg: Risk-free Assets are the New Tail Risk
In his theory on financial markets' fragility and instability, the late Hyman Minsky argued that "from time to time, capitalist...
Continua a leggereJune 15, 2017
The Silver Bullet | The Low Volatility Trap
Stability leads to instability. The more stable things become and the longer things are stable, the more unstable they will...
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