Steno Signals #124 – Something is WRONG in bond markets
The focus on the US election is currently masking another, and potentially much more important, story: the meltdown in sovereign bond markets. A...
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Crypto Moves #50 – Riding the Macro Wave Higher
Join our new Telegram Community Crypto Chat through this form! Starting Monday, we will be adding clients to this exclusive space, which will...
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Steno Signals #123 – The market is sniffing out a big liquidity increase
Happy Sunday from Copenhagen. Stocks like MicroStrategy and Tesla are starting to trade as if they have sniffed out an upcoming liquidity...
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Portfolio Watch: Investing Is a Winter Sport – and This Year Is No Different
Happy Friday from Copenhagen!We’re excited to announce the launch of our NEW portfolio tool next week, ahead of the revamp of our research...
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Bond Yield Watch: Yellen has decided to inflate the debt away. Position accordingly..
“I don’t have a hard-and-fast rule, but I would not like to see it drift above 2%.”— Janet Yellen on real interest costs, speaking to...
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