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.
6
9
WILL SHALE BREAK THE GAS MARKET AGAIN?Watch now (10 min) | Or is this time different?
10
8
BUY THE DIP OR SELL THE RIP - PART VWatch now (6 min) | The bond bear market makes it hard to buy equities
6
4
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.
12
5
THE RUBLE AND THE YUAN AND NEW WORLD PORTFOLIO CONSTRUCTIONWatch now (10 min) | Currency markets are showing us the the new world.
16
24
BITCOIN UPDATE 6Watch now (4 min) | Falling down the slope of hope
4
2
THE HANDMAID'S TAILWatch now (9 min) | Under Her Eye
20
11
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…
25
2
BUY THE DIP OR SELL THE RIP - PART IVWatch now (6 min) | You need the Fed to pivot to buy the dip successfully
24
4
HERE COMES THE BABY BOOM - PART 2Watch now (9 min) | Political changes are also signalling a baby boom
8
9
HERE COMES THE BABY BOOM - PART 1Watch now (10 min) | The decline in total births per woman looks to be ending
12
JAPAN PROBABLY NEEDS TO MOVE TO THE PRO-CHINA CAMPWatch now (10 min) | Analysing Japan from a political perspective makes a compelling economic narrative, and helps explains current Yen weakness, but…
27
9