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Tues@11



Anticipating the anticipations of others
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Schrödinger's Market
In his famous 1935 debate with Albert Einstein, Austrian physicist Erwin Schrödinger, in an effort to demonstrate the paradox of quantum...


Summer Breeze
A warm summer breeze has blown through our battered risk markets lately. And like those gentle zephyrs, it has been a welcome relief. But...


Hold Your Breath
As record heatwaves ravage the Eurozone, the ECB is similarly turning up the heat - on the European economy. The monetary managers of the...


Fed Up
Success! The Fed is done - even if they don't realize it. Inflation expectations, and with them long rates, have peaked and are in full...


Shafted
Top Gun is the most popular movie this week as the escapism of film drew a news-weary populace to the theatres. Markets are also...


Summer Breeze
As any sailor knows, the shifty and light breezes of a hot summer day are hard to navigate. Just as you set a course the wind often dies...


Buckley's Remedy
Taking the medicine that cures your ills is always hard. In the pantheon of home remedies, Buckley's takes first prize for turning this...


Capitulation Nation
Now that all thoughts of a soft landing have been dashed and a bear market has been universally declared, we can sell everything, relax...


Revisionist History
As our battered stock market stumbles into another week, the earnings confession season is upon us. Target, the once unassailable master...


Bounce Pass
“Be sure to live your life, because you are a long time dead.” — Scottish Proverb With my fantastic golfing safari to Scotland now behind...
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