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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?
