Archive - Capital Flows and Asset Markets

INFLECTION TIME?

Never before have I seen so many charts at extreme inflection points

Jul 14 •

9:40

STUCK IN NO MAN'S LAND

The market and I are looking at different things

Jul 11 •

13:53

Does MMT mean a non-stop bull market in equities?

Jul 9 •

11:30

TREMOR IN THE REPO MARKETS?

Has the clearinghouse model found its limit?

Jul 7 •

12:10

June was a flat month

Jul 3 •

7:29

MOMENTUM INVESTING WON'T DIE - PART 2

Maybe it is all passive?!?

Jul 2 •

12:48

June 2025

MOMENTUM INVESTING JUST WON'T DIE

Old habits are a trap

Jun 30 •

12:45

What happens when everyone is a blitzscaler?

Jun 27 •

17:21

AUTOCALLABLE ETF!

Does it make sense?

Jun 25 •

10:52

WHY IRAN DOES NOT MATTER

Spiking the oil price would probably hurt Iran

Jun 23 •

9:00

Explaining my strategy to a 11 year old

Jun 21 •

8:18

COULD THE US HAVE A NATURAL GAS SHORTAGE?

It seems crazy - but its an idea that keeps popping into my head

Jun 18 •

10:25

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