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The Power of Paradox

The Power of ParadoxI have a strong conviction that 10 year treasuries will make new...

Beep Beep

Beep BeepThis week Chris and I kick back. Inspired by Jeff Bezos, and his recent...

Why I Quit Macro

Why I Quit MacroGeorge Gammon recently asked me "Why did you give up macro ?"...

Don’t Look Up !

Don't Look Up !It's Friday...are you ready for an epic adventure ? If you can...

Helicopter Money

We’ve never seen the phenomenon of simultaneously higher equity prices and a shift higher in...