Articles
OK. Let me get this out of the way up front: Trump will declare victory [...]
Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since [...]
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless [...]
The first battle between bond vigilantes and King Trump has gone to the former. Members [...]
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing [...]
This is the final in our series of four posts on the contrarian view for [...]
This is the third in a series of four posts on the contrarian view for [...]
This is the second in a series of four posts I’m publishing on the contrarian [...]
Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from [...]
The Q1 2021 reporting season is in full swing in the US, Europe and Japan [...]
