Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
517 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,...
194 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...
387 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...
624 Views
Did China Really Cause the 2008 Global Financial Crisis?
Most analysts would agree that US shadow banking and its associated leverage and inadequate regulation lay at the heart of the World’s financial...
216 Views