MACRO stocks bonds
“You almost feel numb.”
CHINA BONDS
The Speaker sees China’s 10-year sovereign bond yield converging to US rates on the way to zero.
MACRO Bonds
Given historically low yields, bonds are losing their ability to effectively hedge against a large equity market fall.
STOCKS commodities bonds dollar
The future is not always a reflection of the present. We believe the bull market has entered its third and perhaps final stage.
MACRO STocks bonds currencies
What happened to the assured recession which most models, surveys, and leading indicators have been pointing to?
EVENT stocks bonds economy
Bringing together the most interesting people in the most interesting locations for the most interesting ideas.
STOCKS Bonds POLICY
Feeling lost, confused, and uncertain is as much a hallmark of investing as is clarity, conviction, and a sense of calm.
MACRO STOCKS bonds dollar
What important charts and levels are you keeping an eye on?
