Blog
The Truth Behind Spain’s Inflation Numbers – ‘UGLY’
Spain’s latest inflation numbers were outright ugly and will strengthen Lagarde and the ECB in their conviction to continue tightening.
Why Jeremy Grantham’s Prediction of a Market Crash makes Sense
If history repeats, value investor Jeremy Grantham’s S&P 500 Index forecast of 3,200 may actually be too high!
The Importance of Relative Valuation in Investment Decision Making
The important of relative Valuation in a multi-asset framework.
Bye, bye negative-yielding debt
I don’t think we have seen the end of negative-yielding debt.
Equities are in desperate need of liquidity
I provide evidence (not assumptions) that liquidity drives equity markets.
Crypto forces banks to use the cursed Fed Discount Window
The collapse of Crypto likely explain why some banks were forced to use the Federal Reserve Discount Window.
A rare overweight in Bonds
Global Fund Managers are long Bonds for the first time since April 2009
The Monthly Investor Guide – 2023 Special Edition
We have published our Outlook 2023, helping you navigate markets and find new trade ideas.
US inflation – It’s not about going down anymore
November inflation came in lower than expected, but the market reaction suggests falling inflation alone is no longer enough.
What’s your performance,…really?
Did investors beat the 60-40 portfolio in 2022?
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