A frustrating month for markets
After almost 2 years of rising stock prices, and falling yields, 2022 started in a frustrating way. Most of the equity indices are negative YTD,...
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The Fed's QT Explained (No, it's Not The End Of The World)
Quantitative Tightening is now old news: everybody and their mother are talking about it, and headlines about QT are everywhere.
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Vikings At The Gate
The power of the rate of change of things is very important here. Look at money creation for example. The extreme volatility in credit creation is...
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Value Rotation Is Here Again
A tough start, the new year has not started very well, especially for some asset classes.In the first days of the year, the 10-Year Treasury Yield...
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