Part II: Current China Stimulus Is Not Enough
Substantially more is needed
Part 1: US Economy & NextFedChair.com
Who will be the next Fed Chair? Brief update on the US economy
Part I: American Exceptionalism
Best Long And Short Strategies 2024 Q4
Paul Tucker | Technology’s Challenge to the Liberal Economy
More interesting than banking & monetary policy
REPOST | China Needs Stimulus Because It Is Becoming Japan
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FOMC -37.5bp | PIMCO CIO | Sahm Rule, New Taylor Rule
Switching to 37.5bp cut just because…
FOMC Preview | Black Swans & Schrödinger’s ‘Crud’ (Not Cuts)
The 25/50 debate and JP Morgan’s cut confusion
US Yield Curve | Does Normalization Mean Anything?
A historical review and analysis on the yield curve slope
Update On Recommended Trades
I closed my long Yen call on August 6th after the Yen’s rally. The trade was up almost
seven times versus the initial investment.
Powell | Beyoncé & Swift Fake News
Punters have placed their bets with smaller stakes