
Author's articles


Leading the Taper Run

Where‘s the Beef?

Lip Service to Inflation, Again

Fed Game Plan

Don‘t Fear Risk-Off

Wild Choppy Moves

This Is When Risk-On Returns

The Dollar Dog That Doesn‘t Bark

Riding the Bullish Revival

Pause Before the Run

Against Bond Market Odds

Ever More Risk-On

Animal Spirits Returning

Inflation Peaked Again, Right?

Key Market Shift Confirmed

Punch Bowl Removal

S&P 500 Uphill Battle

Flirting with Fed Policy Mistake

Wall of Worry Meets NFPs

Risk-On Turnaround

Getting Cornered

Between a Rock and a Hard Place - 05.10.2021

Waiting For Inflation to Hit

Sharp Market Turns Not To Miss

Inflation Waking Up Bonds

Wishing Away Inflation

Gauntlet to the Fed

Reflation vs. Stagflation

Deflationary Winds Howling

So Much for Hawkish Fed - 23.09.2021

So Much for Hawkish Fed

Rescued by the Fed Again?

Time to Buy the Dip?

Lights Flashing Red

Shaking Off the Taper Blues

False Dawn or Not

Fabled September Storms

Tame Inflation and the Risk-On Fuse

Where Are the Fireworks?

Risk On Is Back!

Retreating Bears and Dollar Struggles

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

Fresh Highs to Meet Fresh Volatility

As Pressure on the Fed to Act Grows..

CPI Fuel and the Smoldering Inflation Fire

Inflation Trades – Rebounding or Sinking

Gold and Silver Massacre to Continue?

Risk-on Friday and NFPs

More Chop Before NFPs, Or Not?

Risk-Off Moves Returning

Oil – the Odd One Out?

Best Assets to Profit Now On

The Rise of Precious Metals and Commodities

Roaring Comeback of Reflation and Commodities

High Returns in Real Assets and Tech

The Run Ignoring Inflation

Stock ATHs, Hesitant Metals and Simmering Inflation

Jumping the Fed Tightening Ship

Stocks Love the Back and Forth with the Fed

Dialing Back the Fed Fears for Now

Calling the Fed‘s Bluff

Fed Didn‘t Tame Inflation

FOMC Surprise Takeaways

Inflation Tipping Point

Why Inflation Trades Have Further to Run

Inflation Bets – Squaring or Not

Inflation Storm Coming

Risk Off Markets, Seriously?

One Last Hooray Before CPI?

Where Next in the Taper Drama

Another Taper Mirage Comes and Goes

When Markets Get Scared and Reverse

Reversals, Inflation, and Scares of Any Kind

No More Bloodbath – Beyond Cryptos

Buy the Dip, Again?!

Hanging by a Proverbial Thread

Eerily Serene Risk-off Markets

Option Traders Are a Bit Too Calm Again

Inflation Easing, Now What?

Tug of War and Its Profitable Resolution

Markets Rising from the Ashes
