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INSIGHTS
We look at everything, so you don’t have to. We keep you updated on anything that we feel is important, provide insights on all that is relevant, and seek to educate on the things that matter.
LATEST WEBINAR
Blu Market Briefing - New World Order
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Runaway Train
Why every good party must come to an end. It makes no sense. If prices are going up because of some exogenous sequence of events, then...
Apr 11, 20222 min read
Runaway Train
Why every good party must come to an end. It makes no sense. If prices are going up because of some exogenous sequence of events, then...
Apr 11, 20222 min read
Run
Why markets may not break but the song remains the same. The last two years essentially never happened. That’s what most European equity...
Mar 28, 20222 min read
Run
Why markets may not break but the song remains the same. The last two years essentially never happened. That’s what most European equity...
Mar 28, 20222 min read
Printing
Why nobody knows where it goes when it comes to quantitative easing. The study of economics basically comes down to supply and demand....
Jun 28, 20212 min read
Printing
Why nobody knows where it goes when it comes to quantitative easing. The study of economics basically comes down to supply and demand....
Jun 28, 20212 min read
Lessons in Love
What are the big takeaways from a very strange year in the markets? It has been more than a year now that COVID-19 has taken over the...
Apr 12, 20212 min read
Lessons in Love
What are the big takeaways from a very strange year in the markets? It has been more than a year now that COVID-19 has taken over the...
Apr 12, 20212 min read
Economics 101
Why simple economics makes everything so easy to understand. Economics is defined as the social science that studies how people interact...
Mar 29, 20213 min read
Economics 101
Why simple economics makes everything so easy to understand. Economics is defined as the social science that studies how people interact...
Mar 29, 20213 min read
Inflation and The Lithuanian Lion
Why good things come to those that wait. When looking at long dated government bonds, I am reminded of that most infamous soundbite from...
Mar 8, 20212 min read
Inflation and The Lithuanian Lion
Why good things come to those that wait. When looking at long dated government bonds, I am reminded of that most infamous soundbite from...
Mar 8, 20212 min read
The Last Mushroom
Why the credit markets are akin to an over grilled vegetable. We were able to go out for dinner with the whole family the other week. The...
Oct 12, 20202 min read
The Last Mushroom
Why the credit markets are akin to an over grilled vegetable. We were able to go out for dinner with the whole family the other week. The...
Oct 12, 20202 min read
Free Money
Why central banks are doing what they must, and we should all be happy. The Federal Reserve gets a lot of criticism from seemingly...
Aug 3, 20202 min read
Free Money
Why central banks are doing what they must, and we should all be happy. The Federal Reserve gets a lot of criticism from seemingly...
Aug 3, 20202 min read
Cash, Capital and Collateral
Why we must borrow when the giving is this good. It seems like a lifetime ago when we could put our money into the bank and earn 5%....
Jun 29, 20202 min read
Cash, Capital and Collateral
Why we must borrow when the giving is this good. It seems like a lifetime ago when we could put our money into the bank and earn 5%....
Jun 29, 20202 min read
The Govvies Conundrum
Why it is time to move on from buying government bonds. The yield on long term government debt in the US (and many other countries) used...
Jun 15, 20202 min read
The Govvies Conundrum
Why it is time to move on from buying government bonds. The yield on long term government debt in the US (and many other countries) used...
Jun 15, 20202 min read
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