Month: February 2017

Iraq: What You Haven’t Been Told

When most of us think of Iraq we picture burning oil fields, sand, blown-up buildings, sand, machine gun-toting jihadists, sand, helicopter gunships, sand, Humvees, mosques, and well… sand. We know that George and Tony told us the war is over and that was ages ago so it must be true.

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Trump And Russia: Just Pointing Out The Obvious

Chairman Trump may well be a child in a man’s body – erratic, lacking in finesse, as articulate as a gangsta rapper, contradictory, and missing the cognitive functions allowing one to think before acting. But.. But… he does seem smart enough to have thought a little about Russia. Thought alone is

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World Out of Whack: This Is What Lies In Store For France

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity.

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Bucket Economics In Global Macro

I was recently sent a research piece by one of my LPs. The piece was from the principal of a well known hedge fund and this particular manager has grave concerns for the US stock market. In the article to clients he laid out all the reasons why fundamentally none

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World Out of Whack: Oh, Yeah? Or What?

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity.

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Will This Be The Result Of The Trump-Abe Meeting?

After Pedro and his tortilla munching amigos south of the US border, Trump’s favourite punching bag appears to be China: I questioned the wisdom of this in last week’s World Out of Whack. Contrary to Trump’s claims, China is trying to fight a market which is pressuring the yuan down.

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World Out Of Whack: Washington Isn’t Vegetarian Either (No, Really)

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity.

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Things You’ll Never Believe

So today I’m going to leap all over the place and show you some some interesting things that’ve come across my desk in the last week. Why no full fledged blog? Well, if you didn’t notice, this week’s WOW on the “Trumpification” of US foreign policy (and its winners and losers), was, I dare

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