Otavio (Tavi) Costa: ‘Regardless of what anyone may claim about the recent AI advancements, this is probably one of the most speculative markets in history.’ May 31, 2023 7:09 pmMay 30, 2023 2:37 pm
Nomi Prins: The US Is A Giant Ponzi Scheme And Gold Will Be $3,500 Next Year… Jesse Colombo: Gold Is Ultra Cheap Relative To Stocks, Which Is What Has Occurred Before Major Historic Gold Bull Markets. May 29, 2023 8:37 am
Like Persistent Inflation, New Home Sales Rise 4.1% MoM In April Despite M2 Money Collapse (Taylor Rule Suggests Target Rate Of 11.78%, So The Fed Is STILL Overstimulating Markets) May 23, 2023 4:05 pm
Japan’s Economy is finally inflationary. Discuss implications for world bond and currency markets… May 19, 2023 9:20 pm
CFTC Commissioner Pham Announces Proposed Work Program for CFTC Global Markets Advisory Committee and Seeks PUBLIC Input by May 30. Topics include: derivatives market reform, recommendations on regulation of NFTs, recommendations to improve trade reporting for swaps market oversight. May 15, 2023 3:46 pm
Otavio (Tavi) Costa: ‘Unlike US markets that remain historically expensive, Brazil is one part of the world that offers a compelling macro and value opportunity.’ May 12, 2023 6:57 pm
The Debt Ceiling Drama Needs To End. The markets are getting extremely nervous as we approach the X-Date. The CDS prices all across the curve have shot up considerably, and the 1M T-Bill is now the highest since 2001 May 11, 2023 9:10 pm
Megacaps pose a much greater risk to overall markets than what is currently acknowledged. May 5, 2023 8:10 pm
Larry Fink CEO of Black Rock: “Markets don’t like uncertainty, markets like Totalitarian Governments…” May 5, 2023 6:40 pm
This time might actually be different, for realsies. Markets have never freaked out this much before April 26, 2023 3:54 pm
The current downturn started with one of the most expensive stock markets in history. April 27, 2023 7:35 amApril 26, 2023 9:06 am
Recessionary warnings and behavior of the smart money in the bond markets hints that a disinflationary outcome is likely with a major threat of outright deflation by Q2 of 2024. April 23, 2023 7:38 pm
Can anyone explain to me why markets are pricing in a pause or why anyone should be bullish? April 22, 2023 6:35 pm
How is that possible that Fixed Income are larger than stock markets? Fixed Income are virtual units of debt / ledger entries… April 15, 2023 10:48 pm
