Tag: Bond yields

OWTW
CapEx Team

The age of exponential

🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris joined Danny on his CapitalCosm podcast for another check in on the markets, specifically: You can listen to the entire conversation on Youtube here. 📈 THE AGE OF EXPONENTIAL You’d be forgiven for thinking the chart below belongs to some hot AI stock — the kind

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The World’s Most Crowded Trade

With over $900 billion invested into bond funds by mom-and-pop investors since the global financial crisis, the great law of unintended consequence is gearing up to rear its ugly head. Once again, money will be taken from those least able to afford it. Take a look at the graph below,

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S”pain”… Still More to Come

  Spain. For those who may not be aware, Spain is a country which enjoyed one of the largest real estate manias in living memory. It continues to find itself mired in economic, political and subsequent social stresses. By the way, if you are not already a subscriber to one

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