What's going on in FX Land and what might be in the cards soon
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4
A (fresh) perspective on the emergence of a multipolar world order and its implications for investors
7
Equities remain under the tenuous authority of investor positioning and mechanical / systematic flows
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2
This time is different®—there are strong arguments in favor of bonds not rallying into this bear market
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2
What if oil stocks have become the tobacco stocks of our generation, the ultimate compounders
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2
The Fed might have signaled a shift in their reaction function and markets continue to be driven by squeezy, systematic flows
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2
Equity valuations always reach their lows before earnings trough
5
3
The shadow of stagflation looms over the economy and markets
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Going John Galt