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Let’s try an experiment. Over the course of a week, I come across many good stories and podcast episodes that I think are worth your time, and now you can get a heads up and a head start. Members, feel free to share stories that you found helpful in our understanding of the markets —…
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With the war and inflation dominating the headlines, we work on figuring out how this all ends, and why this is the Enlightenment coming full circle.
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2021 was a turning point in that global macro investment strategy made a grand return. We were ahead of the curve, having made a plan for the endgame in case interest rates made the low of several generations. The pandemic defeated deflation, but it also tore up the social fabric of much of the western…
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“But what experience and history teach is this – that peoples and governments never have learned anything from history, or acted on principles deduced from it.”
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“If something cannot go on forever, it will stop.” – Herb Stein.
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Since TL;DR stands for Too Long, Didn’t Read, I’ll make a simple case for why September might be the cruelest month for markets this year.
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“There’s a new one born every minute. Our job is to keep them alive until they get lucky.”
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The main event this week was the FOMC Meeting. And what actually happened in Alaska.
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There’s a song for everything.
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In terms of extreme market sentiment, this week should be one for the record books. I will have the February month-end preview done by mid-week, along with the Endgame currency model portfolio.