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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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Gold run
Gold has gained 20% in the last two months and reached an all-time high of 2400 last week. That’s great, because prior to that, Gold did...
Apr 15, 20241 min read


Gold run
Gold has gained 20% in the last two months and reached an all-time high of 2400 last week. That’s great, because prior to that, Gold did...
Apr 15, 20241 min read


Markets, Movies, and Music
Remember October? The economy was sputtering, hope had become a dangerous thing (Shawshank Redemption, 1994) and the S&P 500 was on its...
Apr 8, 20241 min read


Markets, Movies, and Music
Remember October? The economy was sputtering, hope had become a dangerous thing (Shawshank Redemption, 1994) and the S&P 500 was on its...
Apr 8, 20241 min read


Elections
Over the course of the next eighteen months, there are going to be three major elections on both sides of the Atlantic. First, it is...
Mar 25, 20241 min read


Elections
Over the course of the next eighteen months, there are going to be three major elections on both sides of the Atlantic. First, it is...
Mar 25, 20241 min read


Catch A Falling Knife
I suppose extreme distortion is what you get whenever you have the type of runs on markets that we have witnessed for quite some time...
Mar 18, 20241 min read


Catch A Falling Knife
I suppose extreme distortion is what you get whenever you have the type of runs on markets that we have witnessed for quite some time...
Mar 18, 20241 min read


Perspective
There is only so much bandwidth in the human brain, which means we can only focus on a few things at a time. Remember, every decision we...
Mar 11, 20241 min read


Perspective
There is only so much bandwidth in the human brain, which means we can only focus on a few things at a time. Remember, every decision we...
Mar 11, 20241 min read


Cryptos, Revisited, Again
They’re back! Less than a year ago, we thought we had put the final nail in the coffin in all things that are cryptocurrencies [Cryptos,...
Mar 4, 20241 min read


Cryptos, Revisited, Again
They’re back! Less than a year ago, we thought we had put the final nail in the coffin in all things that are cryptocurrencies [Cryptos,...
Mar 4, 20241 min read


Ex-Nvidia
There is nothing left to say about Nvidia, but what about the rest of the 55,280 stocks in the world? It’s a bit of a mixed bag for the...
Feb 26, 20241 min read


Ex-Nvidia
There is nothing left to say about Nvidia, but what about the rest of the 55,280 stocks in the world? It’s a bit of a mixed bag for the...
Feb 26, 20241 min read


Full Circle
The bond market rally that started in October last year is no more. Yields across most of the curve are more than half a percent offside...
Feb 19, 20242 min read


Full Circle
The bond market rally that started in October last year is no more. Yields across most of the curve are more than half a percent offside...
Feb 19, 20242 min read


Germany Revisited
There are very few positives coming out of Germany these days. The economy got hit harder than most when cheap Russian gas was taken away...
Feb 12, 20241 min read


Germany Revisited
There are very few positives coming out of Germany these days. The economy got hit harder than most when cheap Russian gas was taken away...
Feb 12, 20241 min read


The Froth Indicator
To get an indication for where the markets are headed, it can help to look at what the riskier parts of the investment universe are...
Feb 5, 20241 min read


The Froth Indicator
To get an indication for where the markets are headed, it can help to look at what the riskier parts of the investment universe are...
Feb 5, 20241 min read
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