FOOD INFLATION IS THE LITMUS TESTWatch now (9 min) | In a free market world, ags are a short. In a political world, they are a buy.
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WILL SHALE BREAK THE GAS MARKET AGAIN?Watch now (10 min) | Or is this time different?
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BUY THE DIP OR SELL THE RIP - PART VWatch now (6 min) | The bond bear market makes it hard to buy equities
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ARE QUALITY INVESTORS JUST LUCKY?Watch now (10 min) | Politics helped quality investors to outperform, but politics is now turning to a headwind, not a tailwind.
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THE RUBLE AND THE YUAN AND NEW WORLD PORTFOLIO CONSTRUCTIONWatch now (10 min) | Currency markets are showing us the the new world.
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BITCOIN UPDATE 6Watch now (4 min) | Falling down the slope of hope
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THE HANDMAID'S TAILWatch now (9 min) | Under Her Eye
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ICE ICE BABYWatch now (9 min) | Problems at ICE show that the real purpose of clearinghouse reform was to remove a banks ability to force another bank into…
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Capital Flows and Asset Markets