Macro
Liquidity Cascades
This post provides a download link to “Liquidity Cascades”. An outstanding white paper by Newfound Research on the how’s and why’s of market waterfall events.
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Macro
Global Macro Investor January 2020 Newsletter
The post provides a download link to Raoul Pal’s Global Macro Investor Newsletter for January 2020. Raoul Pal, from Global Macro Advisors and RealVision TV
Macro
The World is poised for a breakout
The article discusses the global stock market rally and how it is supporting our own market here in the US. A bizarre divergence between the
Currencies
The Risk no one is talking about
“The risk no one is talking about” is an engaging 30 minute video presented by a top asset manager. In the video, risks to the
Macro
Market Wizard & Fortune Teller Kyle Bass explained the Trump Trade and China Tariffs 18mo ago, and nailed it
About Kyle Bass The billionaire hedge fund manager started his career at Prudential Securities in the early – 1990’s. From there he went on to
An endorsement of RealVision TV
As many readers of mine already know, I am not a big fan of mainstream financial media. I think most of what is offered on
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