The Opportunity Of Misplaced Inflation
Image by Csaba Nagy from Pixabay
The global economy is apparently facing a significant problem. Inflation’s gone missing! Central bankers can’t seem to stoke it no matter how deftly …
Read MorePodcast Interview With The Market Huddle
Image by bobbyrusso sourced from pixabay
I joined Patrick Ceresna and Kevin Muir on The Market Huddle for a wide-ranging conversation covering all things macro. Be sure to stick …
Read MoreTo Fight The Fed Or Not
“Don’t Fight The Fed”!
This was arguably the most successful investment strategy over the past ten years. There was also no easier way to tarnish one’s reputation and career than …
Read MorePowell’s Real Choice: His Reputation Or Esteem—Part 1
Image by Gerd Altmann sourced from pixabay
Banking’s History Reveals An Impossible Decision
Market participants ascribed a lot of importance to the December meeting of the Federal Open Market Committee …
Read MoreThe Smashing Effects Of A Trade War
Image by Steve Buissinne sourced from pixabay
There was a period of time when I was obsessed with home improvement shows. I’d watch almost anything on the subject: Backyard makeovers, kitchen …
Reframing The Risks And Opportunities In Rates
Source: Federal Reserve Bank of St. Louis, The Integrating Investor estimates
I recently contributed a guest post to Daniel Lacalle’s website. In it, I discuss the significance of this chart …
Emerging Pieces From The Emerging Markets Decline
Image by Arek Socha sourced from pixabay
It’s no secret that emerging markets (EM) are in a bit of a rough patch. While the unfortunate events in Turkey garnered most of …
Playing For A Potential Yield Curve Inversion
If you’ve consumed any financial media lately, you’re likely well aware that the yield curve has been flattening. Since roughly 2014, the yield differential between the 10 year U.S. Treasury …
Read MoreDisintegrated Thoughts: ECB Volatility, Business Building, Speculation, & Judo
Image source: pixabay
For this post, I’d like to offer a few “Disintegrated Thoughts” on some things I’ve been thinking about in the investment markets. These include:
Recovering Perma-Bear At A Crossroad
Image by a_roesler from Pixabay … cropped
Hello, my name is Seth and I’m a recovering perma-bear. (Hi Seth.) It’s true that I used to think that doom …
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