Sitemap - 2024 - Capital Flows and Asset Markets
"GREED IS EVERYTHING" - THE MONETISATION STAGE OF AMERICAN FOREIGN POLICY
LESSONS FROM 2024 - AND FOCUS AREAS FOR 2025
ESTIMATING THE SIZE OF THE DIGITAL WORLD
WHY ARE BOND YIELDS DIVERGING SO MUCH
CHRISTMAS COMPETITION - FINANCE HAIKU
SHORT SELLING SUCKS - PART 5? (I LOST COUNT OF THE MANY WAYS IT SUCKS)
IS "LONG YEN" THE "NEW SHORT JGB" TRADE?
ANALYSING THE DIGITAL WORLD LIKE THE REAL WORLD
THE DIGITAL WORLD IS EATING THE PHYSICAL WORLD
IF BUFFETT IS SELLING, SHOULD I BE BULLISH?
AMERICA CREATED THE TRADE IMBALANCE
MICHAEL SAYLOR - CAN HE CORNER THE BITCOIN MARKET?
THE NEXT STAGE IN WESTERN CIVILISATION - PART 2
THE NEXT STAGE IN WESTERN CIVILISATION DAWNS
I THINK THE PRO-LABOUR CANDIDATE WINS - BUT IS THAT HARRIS OR TRUMP?
HOW BOEING REMINDS ME OF THE US
IS THE ECONOMIST STILL A CONTRA?
THE PROBLEM WITH PLATFORM STOCKS
ARE YOU BULLISH CHINA? WANT SOME IDEAS?
SHOULD WE CHASE THE CHINA TRADE?
WHY ARE COMMODITY MARKETS SO SCREWY??
TREASURIES SAY RECESSION - JGBS AND HIGH YIELD SAY BOOM TIMES
CONTEMPLATING MY EXISTENTIAL ANGST
DID MICHAEL JORDAN RUIN TEAM USA?
WHAT GOING ON IN VOLATILITY AND AUTOCALLABLES?
THE INFLATION TRADE AND JAPANESE BANKS
WHAT'S GOING ON WITH LEVERAGED TREASURY TRADES?
EXISTENTIAL ANGST HAS RETURNED
IS JAPAN GOING TO HAVE AN INVESTMENT BOOM?
WHAT DO BOND YIELDS REALLY TELL YOU?
SHOULD WE FEAR THE CARRY TRADE?
WHERE DID THAT NFP NUMBER COME FROM?
AMERICAN CAPITALISM IS A SUPER SAIYANJIN
TRUMP IS NOT POPULIST - HE IS NEO-CON
TAKING A CLOSER LOOK AT RESTAURANT BRANDS INTERNATIONAL
WHY IS THE FRENCH ELECTION SO BAD FOR BONDS?
NORINCHUKIN AND JAPANESE BANKS
WHAT CHINESE AI TELLS US ABOUT THE SEMI MARKET
IS FOOD INFLATION GOING TO COME BACK?
YOU CAN CHOOSE WHO YOU LOVE BUT NOT HOW YOU ARE LOVED
IS THE S&P THE RISK FREE ASSET?
TAXATION IS NOT THEFT, IT IS INSTITUTIONALISED EXTORTION
WHAT IS MY SUBCONSCIOUS TRYING TO ME?
WHAT IF PRIVATE EQUITISATION IS NOT CYCLICAL?
WHAT MAKES A COUNTRY MORE SOCIALIST?
WILL THE REAL FAST FOOD TREND PLEASE STAND UP?
YOU CAN'T HANDLE THE TRUTH - PART II
PRECIOUS METALS - WHY IS ONLY GOLD ACTING PRECIOUS
APARTMENTS REITS AND BLACKSTONE
WHAT GOLD, REAL RATES AND GOLD MINERS ARE ALL TELLING YOU
IS LONG YEN THE NEW WIDOWMAKER?
PRO-LABOUR SHIFT WITHIN A GRAND UNIFYING THEORY
WHAT GATTACA TAUGHT ME ABOUT LIFE
TRUMP OR BIDEN? DOESN'T MATTER - THE POLITICS IS THE SAME
IS IT TIME TO LAUNCH THE SHORT FUND?
ONLY THE US CAN DESTROY THE US DOLLAR
IS CHINA TURNING COMMUNIST, OR IS JUST TRYING TO ESCAPE US INFLUENCE?
FEBRUARY NEWSLETTER AND REVIEW
WHAT IS THE TRUE MEANING OF CENTRAL BANK INDEPENDENCE?
COMMODITIES, BUFFETT AND THE BOJ
THOUGHTS ON THE BOJ - AND WHAT THAT MEANS FOR MY INVESTMENT STRATEGY
IS JAPAN THAT IMPORTANT? PART TWO
IS JAPAN REALLY THAT IMPORTANT?
CAN WE ONLY GET A BEAR MARKET WHEN THE BOJ ENDS QE?
WHY ARE STRONG STOCK MARKETS POLITICALLY UNPOPULAR?
IF SEMIS ARE THE NEW OIL, HOW HIGH COULD THEY GO?
WHAT'S GOING ON WITH FINANCE UNEMPLOYMENT?
WHAT'S GOING ON WITH INFLATION?
WHAT'S GOING ON WITH FOOD INFLATION?
UH OH... HAVE I BECOME THE NEW DENNIS GARTMAN/FRED HICKEY?
DO WE NEED A "PRO-LABOUR/COLD WAR" MODEL?
SHOULD OLD FUND MANAGERS COME OUT OF REITREMENT?
AUSTRALIA AND THE PRO-LABOUR TRADE
A CONSPIRACY THEORY FOR JAPAN’S LOST DECADES
THE BUSINESS STRATEGY IS THE INVESTMENT STRATEGY