A camel’s back waiting for a straw
This update is brought to you by Occam’s razor. * A myriad of market valuation metrics all point to a
Macro
9 articles
!["Reading [data releases] without reflecting is like eating without digesting"](https://images.unsplash.com/photo-1535401325524-b2a6728f0573?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wxMTc3M3wwfDF8c2VhcmNofDQzfHxjb250ZW1wbGF0ZXxlbnwwfHx8fDE3MjgyNzI0MDN8MA&ixlib=rb-4.0.3&q=80&w=30)
Macro
Hold the line… weigh the arguments.
Hold the line is a military idiomatic expression meaning to stand firm in your position despite pressure or challenges. One
Macro
Inching towards a new (world?) order
Like many based in the Southern Hemisphere, I have spent too many hours since January 21 not sleeping and keeping
Macro
"Reading [data releases] without reflecting is like eating without digesting"
The market rallied on the latest monthly US job data released on Friday. This note aims to put into context
Macro
Second-third-fourth order effects.
Listening or reading anything the legendary Dr Lacy Hunt says and writes reminds me of opening an encyclopaedia of economic
Macro
Volatility pre-empts risk, risk pre-empts opportunity.
(Northern) summer trading can be volatile with lower volume but when investors saw the ISM numbers last week, the Japanese
Macro
Where to Now, Part-2
Many aspects of markets and the economy have, in my view, all the characteristics of a slow moving train... wreck.