Bubble Ban!
I’m not a big fan of investment ‘gurus’ that make a habit of warning us against financial market bubbles… all the time. The equity market, the housing market, technology stocks, […]
Week End Blog – #BrexitOrNot!
Well, this turned out to be quite an interesting week. A ‘boomerang’ week. First, we got ‘mayhem.’ Brexit was going to ruin us all. As expected the British Pound was […]
Negative Yields – A Flight to Safes!
Here’s a quick blog devoted to everything that is going on in the bond markets right now. As you must have noticed, bond yields are collapsing around the globe. Again! […]
Week End Blog – Drowning in Negativity
Yields are lower. Again! The book on ‘bond madness’ got yet another chapter this week. The German 10-year government bond yield fell below 3 basis points, not surprisingly another record […]
‘When the Fed hikes, buy global equities and commodities’, history says
It took a while, but investors slowly start to realize that the Fed is for real. It has been over a decade since we last experienced a proper Fed rate-hike […]
Week End Blog – Central Bank Credibility Issues
After years of rate cutting and bond-buying central bank policies are now being questioned by financial markets. The euro and yen, targeted casualties of these policies, shot up with a […]
13 charts on China’s debt issue!
Everybody is talking about China’s massive debt bubble, nowadays. With every major economic publication, new charts surface, imaging China’s debt issue. Hence, for your and mine convenience, here are 13 […]
Six Scary Bond Charts!
Investing in government bonds made you a lot of money in recent years. US bond yields were pushed down to unimaginably low levels, but the real bond madness happened in […]
Week End Blog – ECB & OPEC Non-events
I don’t know what to make of this week in financial markets. I guess some major events were on the agenda, but nothing to get really excited about. As expected […]
Week End Blog – Panda Power!
China is leading markets once again. But, different from the start of the year, this time it’s not guiding markets down. Peace and quiet on the CNY front and improving […]
