Fire
Q
Waving White Flags
What if bears have been right all along? This has been my premise obviously looking at the big picture through a structural lens analyzing the math, demographics, debt, cycles, etc. What if […]
What If….
Fragmentation
You Snooze You Lose
While market headlines speak of record highs the actual market environment is doing a great job of lulling everyone to sleep. Endless tight ranges of nothingness interrupted by the occasional gap. The […]
Captive
I Dream of Janet
Jam It
Slippery
Caution: Top Heavy
The Free Money Illusion
Since 2008 central banks have intervened in global financial markets in one form or another, primarily via low/zero/negative interest rates, but also with various, repetitive and ongoing quantitative easing programs. It’s 2017 […]
