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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 ?"...
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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...
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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...