Last night I wasted Field of Dreams with the kids. Plenty of complaints before the start. One wanted to watch Avengers, another didn’t want...
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Curve Flattening and Monetary Policy Effectiveness: Is It Different This Time?
No doubt you’ve read something about the flattening of the yield curve. You may have even heard it inverted. I can always tell when an a...
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The Argentina Siren Song And Where Else It Is Sung
I’m back! After an extended leave of absence I’ve decided to start writing again. Let’s start with a story familiar to those that...
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Play nicely, please.
I've not been following the comment section in recent months, but it seems as if trollery has returned in force. Please use this post fo...
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Special Guest Post: PG&E's Risk Management Fail
There’s a saying that goes “mistakes are the tuition of learning”. The PG&E case in California is rife with risk management lessons ...
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P/E's are re-rating
Its been a long time, we shouldn't of left you While its been a while since I posted here, not much has really changed in financi...
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SEK Sliding Away
One underrated victim of the march of the euro off of near-parity EURUSD over the last couple of years has been the humble Swedish krona. Wh...
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Andres Manuel Lopez Obrador Explained for Investors in Mexico
Greetings again Macro Man readers! Those that remember my work here will know that I couldn't let the Mexican election pass without some...
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Supply-Side Crudenomics
With front-month WTI futures suffering their worst 2 days since 2016 into the start of the US long weekend Friday and a sudden proliferation...
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Arm Me With Carry, Conte Drop A Load On 'Em...BTP, How Can I Explain It?
With Italian debt markets feeling an awful lot like everyone's old friend Wile E. Coyote after a bad run in with The Market Formerly ...
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