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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.
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Rally, Revisited
On the back of a weak jobs report on Friday, we had one of the biggest everything rally in a while. Equities surged, with the S&P500 now...
Nov 6, 20231 min read
Rally, Revisited
On the back of a weak jobs report on Friday, we had one of the biggest everything rally in a while. Equities surged, with the S&P500 now...
Nov 6, 20231 min read
Footsie Blues
Since the lows of March 2009, the FTSE100 index has underperformed the S&P500 by a staggering 428.66%. Strangely, prior to the Great...
Oct 23, 20232 min read
Footsie Blues
Since the lows of March 2009, the FTSE100 index has underperformed the S&P500 by a staggering 428.66%. Strangely, prior to the Great...
Oct 23, 20232 min read
Second Best
For a number of reasons, Silver has always been considered the ugly cousin to the much more sought-after Gold. Even at the Olympics, when...
Oct 16, 20231 min read
Second Best
For a number of reasons, Silver has always been considered the ugly cousin to the much more sought-after Gold. Even at the Olympics, when...
Oct 16, 20231 min read
Dollar, Dollar, World on Fire
The Greenback has been on a tear since mid-July, up more than 7% against most major currencies. Not too long ago, most professionals were...
Oct 2, 20231 min read
Dollar, Dollar, World on Fire
The Greenback has been on a tear since mid-July, up more than 7% against most major currencies. Not too long ago, most professionals were...
Oct 2, 20231 min read
Divi-Dance
People sure love their dividends and what’s not to like about taking some money off the table every once in a while? The problem is...
Sep 25, 20231 min read
Divi-Dance
People sure love their dividends and what’s not to like about taking some money off the table every once in a while? The problem is...
Sep 25, 20231 min read
When The Levee Breaks
Fund manager allocations to longer-term bonds are at a multi-decade high. For good reason — after starving in the lands of low interest...
Sep 18, 20231 min read
When The Levee Breaks
Fund manager allocations to longer-term bonds are at a multi-decade high. For good reason — after starving in the lands of low interest...
Sep 18, 20231 min read
Arriba Andale
At the heart of every good agreement, lies an uneven set of needs and resources. Mexico lacked technology and access to capital, the US...
Sep 11, 20232 min read
Arriba Andale
At the heart of every good agreement, lies an uneven set of needs and resources. Mexico lacked technology and access to capital, the US...
Sep 11, 20232 min read
Tinker, Taylor, Bail-Out
The irrational exuberance in the Nasdaq is back to levels we last saw just before the dot com crash, and by any measure “cheap” is not a...
Sep 4, 20232 min read
Tinker, Taylor, Bail-Out
The irrational exuberance in the Nasdaq is back to levels we last saw just before the dot com crash, and by any measure “cheap” is not a...
Sep 4, 20232 min read
American Superstar
You may not have noticed, but America has recently become more powerful than ever. In the last fifteen years, the US economy doubled in...
Aug 7, 20231 min read
American Superstar
You may not have noticed, but America has recently become more powerful than ever. In the last fifteen years, the US economy doubled in...
Aug 7, 20231 min read
Son of Printing
Remember the more than US$50 trillion we printed to save the world, twice? Yeah, it seems we didn’t get the memo on that (Office Space,...
Jul 31, 20231 min read
Son of Printing
Remember the more than US$50 trillion we printed to save the world, twice? Yeah, it seems we didn’t get the memo on that (Office Space,...
Jul 31, 20231 min read
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