July 20, 2017
The Silver Bullet | Rebalancing and Revolutions
Fantasy. Lunacy. All revolutions are, until they happen, then they are historical inevitabilities. ? David Mitchell, Cloud Atlas
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June 15, 2017
The Silver Bullet | The Low Volatility Trap
Stability leads to instability. The more stable things become and the longer things are stable, the more unstable they will...
Keep readingMay 22, 2017
The Silver Bullet | Is the Reflation Trade Over?
The global reflation trend that started last year has hit a wall. Inflation expectations are falling back. Bond yields and...
Keep readingMay 4, 2017
The Silver Bullet | Europes Opportunity
As the fog of war dissolves after elections, the contours of a new political equilibrium are emerging across Europe.
Keep readingMarch 31, 2017
The Silver Bullet | Introducing the Brexit Walrus
The time has come, the Walrus said, To talk of many things: Of shoes and ships and sealing-wax...
Keep readingMarch 23, 2017
The Silver Bullet | Europes Long Way out of QE Infinity
Alice: How long is forever? White Rabbit: Sometimes, just one second. Alice in Wonderland, by L. Carroll
Keep readingMarch 8, 2017
The Silver Bullet | Dont Fret about Frexit
Hey now, baby Get into my big black car Hey now, baby Get into my big black car I want...
Keep readingFebruary 20, 2017
The Silver Bullet | Greece: More Melodrachma, No Default
Negotiations on Greek debt are once again about to take a tortuous turn. Today, the Eurogroup meets to decide on...
Keep readingFebruary 6, 2017
The Silver Bullet | Dont Give up on Europe
Europe is just uninvestable, a fund manager declares, while carving a slice of roast lamb over dinner in Mayfair. With...
Keep readingJanuary 1, 2017
The Silver Bullet | When Inflation Dreams Become Nightmares
"We are not in deflation. The macro projections show that inflation will indeed be negative for several months this year...
Keep readingDecember 14, 2016
The Silver Bullet | The Movie
Always make the audience suffer as much as possible. Alfred Hitchcock
Keep readingNovember 15, 2016
The Silver Bullet | Investing in the Time of Populism
Since this summer, we have warned investors of a turning tide in global bond markets, due to less dovish monetary...
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