September 10, 2018
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July 10, 2018
The Silver Bullet | A Slow Motion Re-pricing
At the beginning of 2018, we positioned more cautiously for markets caught between headwinds from the end of QE and...
Keep readingMay 1, 2018
The Silver Bullet | Have Central Banks Missed the Exit Train?
After a decade of monetary stimulus, central banks have pledged to exit loose monetary policy. Except for the Fed, their...
Keep readingMarch 28, 2018
The Silver Bullet | Is the World Running Out of Safe Havens?
The demand for certainty is one which is natural to man, but is nevertheless an intellectual vice. To endure...
Keep readingFebruary 27, 2018
The Silver Bullet | A Fragile System: The Return of Volatility
For some, the events of the past few weeks represent a standard correction, after which markets will return to normal....
Keep readingFebruary 1, 2018
The Silver Bullet | The Bond Bull Run: Is This It?
I used to think if there was reincarnation, I wanted to come back as the president or the pope or...
Keep readingDecember 12, 2017
The Silver Bullet | 2018: Irrational Complacency
Your loving give me such a thrill But your love dont pay my bills Now give me money Thats what...
Keep readingOctober 31, 2017
The Silver Bullet | The Central Bank Bubble: How Will It Burst?
Imagine a coin. Now theres a ninety percent chance of flipping the coin and getting heads, and a ten percent...
Keep readingSeptember 21, 2017
The Silver Bullet | Interplanetary Bubbles
A Martian economist lands on Earth. The most famous economists from Earth gather to greet their new visitor. They speak...
Keep readingAugust 17, 2017
The Silver Bullet | Currency Wars: The Inflation Menace
I find your lack of inflation disturbing Darth Vader
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