I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I […]
Quick Takes
Quick Takes
I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I […]
Quick Takes
I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I […]
Quick Takes
I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I […]
Quick Takes
I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I […]
Fool’s Gold
As markets have reached my upper market risk price zone (see also: Playing with Fire & The Final Wave) I wanted to share some larger structural observations with readers. Note the backdrop of […]
Time to Get Real: Part II
In Part I of this series I discussed central banks and their policy actions in context of macro trends including secular growth stagnation, demographics, and technology and highlighted why the math doesn’t work. […]
Macro Charts
The Big Bad Bear Case
My aim with this article is to outline, with facts, large global structural issues that I believe everyone, bulls and bears alike, should be fully aware of. While some of this discussion […]
