Fading The Soft Landing NarrativeListen now | No, This Is Not The Time For Goldilocks Pricing.
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The World's Most Important MarketListen now | The repo market is the oil that lubricates the engine of global financial markets - let's explore it in this article of the Bond Market 101…
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The Crazy Market Rally ExplainedListen now | The Fed just hiked 75 bps and markets went ballistic: what the heck?!
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Bear Market Rally or Turning Point?Listen now | A Global Macro Assessment.
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Nothing Else (Except Macro) MattersListen now | Time To Go Long, Short or To Go Fishing?
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So, Recession?Listen now | And if so: when, and how bad?
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Time To Buy Bonds?Listen now | Let's Talk About It.
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Stop Fooling Around, J-PowListen now | This Bad Coop, Good Cop Doesn't Really Help
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The True Reason Why Central Banks Do QEListen now | Explained in plain English.
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The Biggest Macro Risk You Might Be IgnoringListen now | ...is in Europe - why, and how to position for it.
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How To Avoid Stupid MistakesListen now | As a long-term investor, risk management is mostly about avoiding them.
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Let The Macro Polar Stars Guide YouListen now | And don't miss the new tool I introduce this week!
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