Capital Flows and Asset Markets
Capital Flows and Asset Markets
CUTTING THROUGH THE MACRO BABBLE - ADDENDUM
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CUTTING THROUGH THE MACRO BABBLE - ADDENDUM
The power of GLD/TLT - a one day example
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The Hamas attack on Israel creates a level of geo-political uncertainty. The most concrete example was the 4% rally in the oil price.

Theoretically you would also think VIX would spike. War and potential for a spike in the oil prices is bad no? You would be wrong. VIX ended Monday close to where it was on Friday.

Why no fear?

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Capital Flows and Asset Markets

Capital Flows and Asset Markets

Explaining how capital flows and asset markets work