In Focus – 2019

Of Escalators and Lift-shafts

Hold The Line

Year Of The Pig: Wealth And Fortune?

Same Story, Different Month

The Jury Remains Out

A Low-Risk Short Bet

US Credit Cycle: Why Powell Needs to Act Quickly

The Pivot and The Pendulum

A Recap and other Thoughts…

It’s the Economy Stupid

Buy Bonds. Buy Dollars. Wear Diamonds

Capitulation Dynamics

You Are Not Alone

Bolting Horses

The Waiting Game

The Unintended Consequences

The Consequences of Negative Rates: Part II

Less Doom & Gloom?

Stresses and Strains

DOOM UNVANQUISHED?

Being Tested

The Automobile Sector

Data Dependency & The Markets

Limbo Now: Heaven or Hell Next?