
Author's articles


September Smackdown Coming Next?

Partying On Meets USD Upswing

Feeling the Heat of Slowing Economy - 03.09.2021

Feeling the Heat of Slowing Economy

What‘s Not to Love About Crypto Fireworks

We‘re Not Done Yet

Dialing Back the Euphoria

Profiting From Financial Stress Abating

Taper Shock That Never Was

Time to Get Selective

Jackson Hole Positioning

Best Real Assets to Catch Fire Now

U-Turn and Quite for Real

Making the Fed Blink

Taper Squeeze Is On!

Taper Tantrum a Week Before Jackson Hole

Between a Rock and a Hard Place

The Long Shadow Over Reflation Trades
