Be Fearful When Others Are Greedy
Always Reflexivity
The Wall of Money
The Most Important Chart for 2024
The Playbook
Terra Incognita
Stuffed Turkey?
Land of the Rising Yen?
Animal Spirits (Part 2)
Animal Spirits
Will it Hold?
Shorts Squeezed, What's Next?
The Treasury Blinked
The Trap
On Real Rates
On Listening to the Market
On the Middle East
Red Alert
Too Fast, Too Furious?
From Secular Stagnation to Secular Reflation
The Three Blind Spots
The Trillion Dollar Question
Crosscurrents
On Reflexivity
A Warning
Summer Views
A Free Lunch?
Europe vs the US
Checking in on the Cycle
There is a Time to Buy, and a Time to Sell
Preparing for a Cyclical Turn
A Heretical Thought
In Plain Sight
Unstable Equilibrium
The AI Revolution
American Cronyism
The Ferrari Economy
From Inflationary Boom to Deflationary Bust
The Wile E. Coyote Moment is Coming
When Narrative Follows Price
The Paradox
Lessons from History
Hard Landing, Soft Landing or Moon Landing
The Observer Effect
The Most Important Chart for Markets
