💵 Learn The Three Rs: Rotation. Reversion. Repetition
Money in the markets rotates from asset class to asset class, index to index, sector to sector and stock to stock. Rotation. Reversion. Repetition
🔔 Captain America Explains Demographics (And Why They Matter For Markets)
Demographics are destiny. At least that's how they're described... But demographic changes are like the tortoise of the economic race. Slow, steady & barely moving
🔔 Market Legend Howard Marks And His 'Idiosyncratic' Positions
Howard Marks is an absolute legend. If you want to understand cycles, risk, and why forecasts are BS, he's the God-like investor you need
🔔 Bank Of England Withdraws Mortgage Affordability Test
Just as the housing market slows, and interest rates rise. Top timing as always. And Cathie Wood's price targets are outrageous for a reason.
🔔 "Recessions Don't Happen When Everyone Is Expecting Them"
"If everyone's expecting it, it won't happen" | The Next Big Thing in chip technology | Dollar dominates, but for how much longer?
🔔 Forget Russia & Ukraine, There's Tension Everywhere
From Trudeau's overreach to China's trade deal, trust is in short supply. It's also the currency of a prosperous society and free trade...
🔔 Quantitative 101: Easing, Tapering & Tightening (QE/QT)
Differences between Quantitative Easing, Quantitative Tapering & Quantitative Tightening often confuse people. #MacrodesiacFixesThis
🔔 China's Louis Vuitton Love Affair Is On Borrowed Time
Commoditized luxury isn't something a 'socially aware' China should buy into.. “From each according to his ability, to each according to his needs”
🔔 FX: Beta Kings... Emerging Market Currencies Part 1
Rounding off the FX series with the best of the bunch. If you enjoy volatility, pain, and always go back to your crazy ex for more, then these are the currencies for you!
🔔 "Central Banks Are Trapped, They've LOST CONTROL"
Depending who you listen to, central banks are TRAPPED, have LOST CONTROL, or are RECKLESSLY OUT OF CONTROL... What if I told you they weren't ever IN control...?