download Today’s Financial Fog Date January 12, 2022 Today's Financial FogWhat's today's fog ? The power - the supremacy - of the Chinese...
13(1) Why I Quit Macro Date January 11, 2022 Why I Quit MacroGeorge Gammon recently asked me "Why did you give up macro ?"...
hueondibeech This Week’s Podcast Date January 10, 2022 This Week's PodcastIn this week's podcast, I go all existential. I reveal my conversations with...
download-_1_ Don’t Look Up ! Date January 7, 2022 Don't Look Up !It's Friday...are you ready for an epic adventure ? If you can...
A nihilist set on a destructive path? Date June 25, 2021 There was a time when i thought that to speculate you had to be a...
Helicopter Money Date March 8, 2021 We’ve never seen the phenomenon of simultaneously higher equity prices and a shift higher in...
Confessions V: Massacre of the Beloved Date October 2, 2020 Losing $40m over 2 months. My first rookie mistake - too much risk. Gold approaching...
Confessions IV: How many times can you say sorry? Date July 27, 2020 Gold stocks surging. Fund performance recovers. Explaining the explosive convexity of gold miners. Another hedge...
