Don’t Go Getting Cute with Giant Moves
Most readers will by now be well aware of the cliff that the precious metals stepped off last week. I’ve got a few thoughts related to this. When looking rationally at our private equity portfolio of...
View ArticleTrading “Blind Optimism”
Our friend Mark Schumacher from ThinkGrowth provides us with another perspective on volatility today. I think it’s instructive, and leads me into a short-term trading idea for our readers. As market...
View ArticleTrading with One of the Best
By: Chris Tell Fundamentals matter. Every piece of history I’ve read indicates this to be the case. When investing, which is to say placing capital with a long-term view of a particular outcome,...
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Stability in Renminbi Offers an XXL Profit Opportunity
As mentioned in my writing on the Singapore dollar, the most dangerous thing in finance is the “thing” that never moves. This stability creates an illusion of control around which many positions are...
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When Volatility and Debt Collide
A question to begin today’s discussion… Which is riskier: corporate or public debt? If I lend $1,000 to my neighbour and take his bicycle worth $1,000 as collateral, which is what pawn brokers do, I...
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This WILL Happen!
All pegs break! Capital flows have shifted. They are heading from the periphery back to the core. It’s a rotten core but it’s the only core we have. That core for the time being is the greenback. It is...
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The Market is Simply NOT Expecting This to Happen
To succeed in investing you essentially have to beat the majority of other investors. This will not be achieved by thinking like everyone else. You will have to think and act differently to everyone...
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The Anatomy of a Carry Trade Bubble
Last week I discussed some very important things, not the least of which was how to get rock hard abs. Equally as important is how asymmetry builds in nature and in financial markets. Today I wanted to...
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Is US Dollar Carry Trade a Menopause in the Currency Markets?
I had taken my then life savings earned from a job pushing shopping trolleys at the supermarket, and sent them overseas with a friend. I was 16 years of age and my life aspiration was to travel the...
View ArticleClik here to view.
Don’t Go Getting Cute with Giant Moves
Most readers will by now be well aware of the cliff that the precious metals stepped off last week. I’ve got a few thoughts related to this. When looking rationally at our private equity portfolio of...
View ArticleClik here to view.
Trading “Blind Optimism”
Our friend Mark Schumacher from ThinkGrowth provides us with another perspective on volatility today. I think it’s instructive, and leads me into a short-term trading idea for our readers. As market...
View ArticleTrading with One of the Best
Fundamentals matter. Every piece of history I’ve read indicates this to be the case. When investing, which is to say placing capital with a long-term view of a particular outcome, fundamental analysis...
View ArticleClik here to view.
Stability in Renminbi Offers an XXL Profit Opportunity
As mentioned in my writing on the Singapore dollar, the most dangerous thing in finance is the “thing” that never moves. This stability creates an illusion of control around which many positions are...
View ArticleClik here to view.
When Volatility and Debt Collide
A question to begin today’s discussion… Which is riskier: corporate or public debt? If I lend $1,000 to my neighbour and take his bicycle worth $1,000 as collateral, which is what pawn brokers do, I...
View ArticleClik here to view.
This WILL Happen!
All pegs break! Capital flows have shifted. They are heading from the periphery back to the core. It’s a rotten core but it’s the only core we have. That core for the time being is the greenback. It is...
View ArticleClik here to view.
The Market is Simply NOT Expecting This to Happen
To succeed in investing you essentially have to beat the majority of other investors. This will not be achieved by thinking like everyone else. You will have to think and act differently to everyone...
View ArticleClik here to view.
The Anatomy of a Carry Trade Bubble
Last week I discussed some very important things, not the least of which was how to get rock hard abs. Equally as important is how asymmetry builds in nature and in financial markets. Today I wanted to...
View ArticleClik here to view.
Is US Dollar Carry Trade a Menopause in the Currency Markets?
I had taken my then life savings earned from a job pushing shopping trolleys at the supermarket, and sent them overseas with a friend. I was 16 years of age and my life aspiration was to travel the...
View ArticleClik here to view.
This Trade Works Like Clockwork
The past few weeks we’ve been enjoying the sights and sounds of Colombia with our Seraph group, a country which has gradually been dragging itself out of a nightmarish civil war, constantly...
View ArticleClik here to view.
Trading “Blind Optimism”
Our friend Mark Schumacher from ThinkGrowth provides us with another perspective on volatility today. I think it’s instructive, and leads me into a short-term trading idea for our readers. As market...
View Article
