Pull it together, Dave!
Click here to view as PDF. “This is a supernova that will explode one day” -BILL GROSS on global government…
FERGUSON VS. BURBANK, THERE CAN ONLY BE ONE
Click here to view as PDF. “Future economic historians will look back at the first quarter of 2016 as the…
BREXIT STAGE LEFT
Click here to view as PDF. “People willing to trade their freedom for temporary security deserve neither and will lose…
THE CHALLENGE FOR EQUITY MARKETS
Click here to view the PDF “Whenever you find yourself on the side of the majority, it is time to…
The Challenge for Equity Markets
This week, we are highlighting some recent insights from Gavekal founder Louis Gave. Below is a brief summary of his…
BREAK ON THROUGH TO THE OTHER SIDE
Click here to view PDF. “Hubris is one of the world’s greatest renewable resources.” -Humorist P. J. O’Rourke INTRODUCTION As…
RUNNING OF THE BEARS
Click here to view as PDF. “Truth has no special time of its own. Its hour is now—always.” – ALBERT…
Will the Fed Put Extend to the Corporate Bond Market?
Click here to view as PDF.
Hobson’s Choice
Click here to view PDF. “Tomorrow belongs to those who can hear it coming.” -DAVID BOWIE INTRODUCTION When a choice…
PEAK HUBRIS?
Click here to view PDF. “When a measure becomes a target, it ceases to be a good measure.” -GOODHART’S LAW…
THE MIND: BEAUTY OR BEAST?
Click here to view PDF. “It is human nature to think wisely and act foolishly.” -ANATOLE FRANCE SUMMARY – Despite…
The best laid plans…
Click here to view PDF. “Low interest rates cause secular stagnation: they do not cure it.” -CHARLES GAVE “Negative interest…