TIME TO SHORT 30 YEAR TREASURIES?Watch now (10 min) | Western Bond Market have rallied recently. Investors are reading a top to inflation pressures, but I see food inflation continuing, a view being confirmed by the JGB market. Treasuries look a short.
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WHERE IS ALL THE OIL GOING - PART IIWatch now (14 min) | US oil inventory is still collapsing and will keep doing so. China strategic reserves are now much more important to the oil…
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WHAT TO SHORT SELL - PART IIWatch now (10 min) | Using the idea of unsupported bull markets - with a current example.
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F@&K LANDLORDSWatch now (9 min) | How likely are rent controls?
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THE THREE PROFIT CENTRES OF SHORT SELLINGWatch now (14 min) | Or why I stopped short selling - Part II
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HSCEI AND THE WEIRDNESS OF AUTOCALLABLESWatch now (10 min) | VHSCEI and HSCEI have become positively correlated, as the weirdness of autocallables plays out. Shorting VHSCEI looks attractive.
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SELL THE RIP OR BUY THE DIP?Watch now (12 min) | Bonds still look like a sell too me
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WHAT TO SHORT SELLWatch now (15 min) | The world is changing because voters want change
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Capital Flows and Asset Markets