Tag: carry trade

Getting Paid for Doing the Obvious?

I’ve spent a good few hours running. Up hills, down hills, along flats… just running. A not so startling realization is that running uphill burns more calories, is more taxing on your body, makes you breathe harder, and will make you tired faster than running on a flat or downhill.

Read More »
Chinese Dolls
Emerging Markets
Chris MacIntosh

Can You Hear the Fat Lady Singing? – Part III

I love what I do! A recent get together filled with blonde stick insects and cologne covered chinos found me subjected to talk about “work at the office”: “What did you do at work today?” “Oh, nothing much, tried to look down the new girl’s top for a bit then

Read More »

Is This How It All Begins to Unravel?

My daughter found a sick baby bird in our garage a few weeks ago. We took it in and began nursing it back to life. My daughter, a gentle little soul who believes that our home should be turned into an animal shelter for every imaginable creature whether it needs

Read More »
Soap Bubble
Financial Markets
Chris MacIntosh

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 continue the discussion. A question posed by a reader prompted me to think about

Read More »

Will the Dollar Bull Market Catch You by Surprise?

A bull market in the US Dollar is underway and its magnitude and duration are likely to catch everyone by surprise. I believe it isn’t out of the question for the USD Index to advance by at least 50% within the next 5 years. If this forecast proves correct, there

Read More »