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...
228 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...
505 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,...
186 Views
Yes…. Another Liquidity Crash?
As keen watchers of Global Liquidity, we have been warning that the World’s stock market stars appear aligned and ready for a 1987-like Crash, or...
374 Views
On The Brink of A Meltdown? USD About to Surge?
Worried by the jump in LIBOR spreads? (see chart: note TED is LIBOR less US TBills) Is the US dollar about to surge? And, are global markets short...
616 Views