Media Center

Jan 213 min read

Make Volatility Even Greater Again

January 21, 2025 The prevailing bias among market participants ahead of and in the immediate aftermath of the November election was that...

Jan 123 min read

January 12, 2025 A key fear we have had for the performance of risk assets has been that the correlated rise in US Treasury yields and...

Jan 63 min read

07 January 2025 Since 2023, our sense is that there have been a few major swings in macro trends (and narratives) that have caught...

Dec 20, 20240 min read

Nov 22, 20240 min read

Nov 21, 20240 min read

Nov 7, 20242 min read

As regular readers and clients know, our sense leading into the US elections was that the internals of the stock market, US Treasury...

Oct 16, 20242 min read

A key question our mentor used to ask is what is your quarrel with price? The S&P500 (the global risk proxy) is trading near the...

Oct 8, 20243 min read

The way price responded to China’s NDRC Press Conference today raised two key observations about recent developments. First, the rally...

Oct 1, 20240 min read

Lindi Ng

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