The following is an excerpt from our monthly Macro Intelligence Report (MIR). If you’re interested in learning more about the MIR, click here. Some investors, desperate for better yield, have been reaching not for a new Wall Street product but for a very old one–common stocks. Finding the yield on cash unacceptably low, people who have […]
The following is an excerpt from our weekly Market Brief. If you’re interested in learning more about Market Briefs and the Macro Ops Hub, click here. You’re probably familiar with the story of how Soros and Druckenmiller “broke the Bank of England” in 92’. The two bet against the pound believing that it couldn’t maintain its […]
Wanna buy SPY? You’re better off torching your cash instead. At least you’ll get a viral instagram video out of it. The largest 500 stocks have been uptrending for the last 8 years and have little room left to go…
Spoon boy: Do not try and bend the spoon. That’s impossible. Instead… only try to realize the truth. Neo: What truth? Spoon boy: There is no spoon. Neo: There is no spoon? Spoon boy: Then you’ll see, that it is not the spoon that bends, it is only yourself. ~ The Matrix
Conventional economic “wisdom” fails to understand the role of credit/debt in our market based system. Mainstream economics completely neglects to understand not only credits affect on demand, but also how this credit demand fluctuates in both short and long-term cycles.
Let’s talk about currencies. The different types of currencies and the various roles they play in the global financial system. Because this topic is complex and I don’t want to get lost in the weeds, I’ll be making broad sweeping generalizations while focusing on the key points that matter. My plan is to do this […]