Will Argentina Default ?
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The FED’s Loose-Lose Proposition
Non content to have destroyed a globalised world order patiently built over 50 years through his Trade wars and his corporate bullying tactics, Donald Trump has also questioned the independence…
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Stormy Weather for the FAANGS
We have been precursors in calling the END OF TECH since March 2018 and one of the rationale for our negative call on the leaders of the entire 2009-2019 US…
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Start Accumulating EUROS
As our regular readers know, we have been bullish US dollars for several years now, starting in 2014, on the back of positive economic growth differential, positive nominal rates differentials…
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GET OUT OF EQUITIES
Summertime and the livin’ is easy ! The markets are at record highs, President Donald Trump delivered good news on the trade front, the labor market is thriving and the Federal Reserve…
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BIG BAD BEAR IS WATCHING YOU !
As our readers know we are of the view that the 2009 – 2019 secular bull market in US equities is about to end and that the current bond melt-up…
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Shorting the FAANGs
It is clearly our view that the entire 2009 – 2019 US equity bull market is in the process of ending after a 343 % advance in the SP 500…
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