Category: Opinion

Tragicomedy

We’re all frogs getting our perception of reality boiled in the pot of price perversion central banks have unleashed on the world. A tragicomedy of epic proportions continues to unfold in front […]

Autopilot

Another overnight coronavirus related scare as China had to greatly up its estimates of the infected, yet no worries, the market remains as much on autopilot as the Fed remains in denial […]

Truth

Every once in a while the truth shines through and we got a few doses of it today. Recently critics who suggested that the Fed’s QE policies artificially elevate asset prices were […]

Game Over?

Is there any political risk for equities in this election year? The 2016 US election has been a nirvana for US corporations who benefited the tremendously from the Republican led 2017 tax […]