The Risk Cycle Has Peaked…Could Economies Be Next?
We remain nervous investors. Two-thirds of the eighty World Central Banks we monitor and a whopping near-90% of Developed Market Central Banks are...
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Paul Tudor Jones: Shifting Capitalism's Agenda
Turns out Paul Tudor Jones, one of the best long term investors there is, has been on the case of improving Capitalism for sometime. But he came...
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The Second Leg Down: What Capital Flows Tell Us About A Coming 2018 Correction?
We are worried. Bear markets in risk assets are frequently driven by the concurrence of three factors: high investor risk appetite readings high...
330 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
631 Views
Another Risk Warning: Three Bears Eat Goldilocks And Rip-Up The Shanghai Accord
The odds of a serious market correction remain high. Our probit models (see chart 1) have been warning of sharply deteriorating risks from Q2 2018,...
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