A.I... All In like it's 1999
The divergence in consensus beliefs between the current leaders and laggards in the stock market is extraordinarily large. As several...
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Media Center
- May 30
- 1 min
Nick Ferres on Bloomberg's "IC Your Trade 3"
"Yield curves have never been this inverted and not signalled a recession. Bank lending standards have never been this tight without...
- May 30
- 3 min
The Antithesis of Euphoria
As we noted last week (see “how much can a panda bear”), the unwind of enthusiasm for China’s re-opening has been warranted. China’s hard...
- May 29
- 2 min
Stealth Tightening
Not surprisingly, an agreement appears to have been reached to raise the debt ceiling. While negotiations were fraught, the debt ceiling...
- May 26
- 3 min
Between Reality and Misconception
As a behavioural investor, the current episode has been fascinating and clearly challenging at the same time. The “everything bubble” as...
- Apr 19
- 0 min
- Apr 19
- 3 min
Hard Not Soft
From our perch, the odds of a hard landing remain uncomfortably high. While risk assets have stabilised following the regional bank and...
- Feb 27
- 3 min
Disco Inferno
A key fear of market participants and policy makers is a repeat of the 1970s (disco era) episode. While many pundits continue to argue...
- Feb 22
- 2 min
Smokey & the (Credit) Bandit
As we often note, it is important to ask: what is your quarrel with price? While markets are not efficient, it is a heroic assumption to...
- Feb 16
- 3 min
The Big Flip
It has been a few weeks since we have published as your humble student of the markets has been on the road meeting investors. From our...
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