Owning Bonds is a Losers Game in a World of Unorthodox Money Policies
The biggest risk to the pro-cyclical view has always been that the vaccines cease to be effective against the new…
Robinhood is Now a Meme, But More Important is What Comes Next?
It's official you can buy Robinhood stock, on Robinhood. After what seemed like months of breathless media coverage, the digital-first…
The Asset Speculation Game is Far from Over
Base effects mean the real test of whether the pickup in inflation will prove transitory or not will only become…
A Third Major Oil Crisis is on the Horizon
A positive view is maintained here on the oil price. Indeed oil has the potential to act as a catalyst…
China’s Currency and Export Strength Show No Signs of Slowing Down
Aside from the human death toll inflicted by Covid-19, the big story about Covid-19 has always been where it came…
Will China’s Crypto Crackdown Push Bitcoin into the Arms of the West?
This column discussed last week the intensifying Chinese crackdown on crypto assets which is viewed as the main reason for…
Bitcoins Energy Problem and China’s Crypto Crackdown
The Bitcoin price and the rest of the crypto universe has come under severe selling pressure ever since the announcement…
Investors Aren’t Worried About Inflation, Maybe They Should Be.
Despite the sell-off in cyclical stocks triggered by the Federal Reserve meeting last week, the MSCI World Growth Index has…
Corsair Gaming is on the Move and You Shouldn’t be Surprised.
Corsair Gaming (CRSR) is back in the news again with a huge day yesterday. The stock was up 12% yesterday…
What Will the Fed Do As Inflation Marches Higher
Inflationary pressures have continued to show up in the official data even as the bond market has managed to rally…