September 10, 2018
The Algebris Bullet
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The Algebris Bullet
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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...
Continua a leggereMay 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...
Continua a leggereMarch 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...
Continua a leggereFebruary 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....
Continua a leggereFebruary 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...
Continua a leggereDecember 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...
Continua a leggereOctober 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...
Continua a leggereSeptember 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...
Continua a leggereAugust 17, 2017
The Silver Bullet | Currency Wars: The Inflation Menace
I find your lack of inflation disturbing Darth Vader
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