Blog Posts

Is the short vol trade the pebble that starts the avalanche?
In June 2007,  two relatively obscure Bear Stearns mortgage funds closed. With the benefit of hindsight, this was the start
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Meltdown – what do you do?
With markets in free fall over the past two days,  the question for investors is what to do? Here is
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Electric Dreams
Some Coalition in-fighting on electric cars and a new electric “Black Cab” in London caught my eye overnight and given our
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Bracing for a near term melt up
I wanted to follow up on Jeremy Grantham’s comments from yesterday and run through some of GMO’s asset allocation views
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IMF debunks “China is different” meme
The International Monetary Fund (IMF) put out a white paper Friday titled “Credit Booms—Is China Different?” The answer? Not in
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Stocks to short for your grandkids
Richard Bookstaber recently put out an interesting post on sectors that he thought had problems on a 30-40 year view. 
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Nucleus Insights : Bitcoin or Bitcon?
Damien Klassen, David Llewellyn Smith and Tim Fuller give their thoughts on Bitcoin and blockchain, what to look out for
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