Searching for Real Yield
Following the kind of stock market blow-out that we are anticipating there will be plenty of high yi...
Lunatics have taken over the Asylum
Bitcoin could conceivably go to 0. Stocks could potentially lose 80%. Never in our life time do we a...
Financial Storm's Last Port: Sovereign Bonds
In a true and complete financial panic where everything is suspect liquidity will become paramount....
Vaccine: Shot of Reality
Assuming the vaccine is as protective as best case scenario, there remain more hurdles; never befor...
The psychological profile of a successful investor
The interesting thing about investing is that individuals with a totally different outlook on the ma...
Markets Wait for an 'Aha' Moment: Pressure
In more ‘usual’ times – the markets hate uncertainty and are skittish with bad news, especially that...
Storm's A Brewing: The dark clouds are starting to gather
Sentiment is turning and the easiness of summer is fading. If we don’t get more stimulus there i...
State of the Economy: A House of Cards
Economic activity is a fraction of recent historical norms. The status quo is not sustainable. We ar...
Options: Are They an Option and How Do They Actually Work ?
Options are a hot topic - Softbank reported to be the 'Nasdaq Whale' booking $4B worth of profits on...
Why the Treasury Auction Wasn’t So Ugly
The spike in yields wasn’t because of better than expected jobs numbers or a jump in CPI or a jump i...
Recovery is Looking Like a 'Z'-shape Recovery, Here's Why
Our recovery is going to take on more of a ‘Z’ shape. Since the virus broke, we have been plodding a...
The Markets are in a Suspended Animation Perpetuating a Denial of Reality
Question is, why are we still here? Why is the market still exuberant? The market is waiting for mor...