Israel-Hamas | Saudi | Iran | 60/40 portfolio | Social media
The view from the Middle East. Time to mow our lawn of Wall Street amateurs
Argy | Alan Brazil | Higher for longer is the new normal
Another coup for us. Alan Brazil on higher of longer
Higher for Longer is the New Normal
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Systematic vs Discretionary trading | Beat the machines
How to get in front of systematic trade flows and mule bonds like Pablo Escobar moved narcos.
Hedge funds, slot machines and cycles
Repeating the same cycle of mistakes over again
Alan Brazil | US Mortgages | Falling excess savings, a red herring
Why falling excess savings is a red herring. Are US mortgages are good investment at current levels?
Falling Excess Savings Is A Red Herring, Consumers Will Continue to Spend
Falling excess savings is a red herring, consumers will continue to spend
NFP | CIA analysts training for cognitive bias
How CIA analysts reduce cognitive biases in their work
Best Long And Short Strategies–2023Q4 London Update
Here is a presentation that I gave during my recent client visits in London
House Speakership | Near-term positive on risky assets
New bond bears finally muster up the courage