Monday, January 15, 2018
I am a big huge Kodiak grizzly of a bond bear. It’s probably my number one conviction call. I believe, over time, long rates throughout the world will go higher - a lot of higher.Yet the trader in me...
I have often said that as traders, it is not our job to pass judgment on what should be, but, instead, to take advantage of what is. I will try to stick to that mantra when discussing the US tax “reform” package, but...
Today’s post is an important one. I might have put Grandma in the trunk, but the coming struggle between generations is no laughing matter. It very well might end up being the defining theme for financial markets in coming...
A few years ago, the Japanese government made an announcement that went unnoticed by many market pundits. Since then, although there have been a few strategists who have speculated on its impact on risk assets, on the whole, it’s...
The other day, after reading one of my posts, my old boss sent me a note. It was a comment about the madness of investors chasing the hot momentum tech stocks. “We were reminiscing about this stuff last night and...
Sometimes you have to love the naivety of the markets. At this week’s Communist Party Congress meeting in Beijing, the governor of the PBoC (People’s Bank of China) said the following; “If we are too optimistic when things go smoothly,...
The New “Winners of the New World” Do you remember Jim Cramer’s February 29th, 2000 speech, “Winners of the New World? "You want winners? You want me to put my Cramer Berkowitz hedge fund hat on and just discuss what my fund...
Think back six months. Do you remember all the warnings from the legendary hedge fund managers about the impending stock market doom? Paul Tudor Jones, Scott Minerd, Larry Fink, Seth Klarman, the list is long but distinguished. At the time...
Think back six months. Do you remember all the warnings from the legendary hedge fund managers about the impending stock market doom? Paul Tudor Jones, Scott Minerd, Larry Fink, Seth Klarman, the list is long but distinguished. At the time...
It seems like the only time Canada makes the news is when America elects some right wing President the Hollywood elite don’t like, and they all threaten to move to Canada. We are usually too polite to say something,...
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