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

Less Doom & Gloom?

Stresses and Strains

DOOM UNVANQUISHED?

Being Tested

The Automobile Sector

Data Dependency & The Markets

Limbo Now: Heaven or Hell Next?

Dollars and Debts