0

I’ve Been High

Eric Cinnamond writes “In order to achieve attractive absolute returns over a full market cycle, it’s very important to avoid permanent losses to capital. Based on my experience, an effective way to limit large mistakes is to generate accurate asset… Continue Reading

0

Geopolitical Weekly

U.S. tariffs aren’t exactly having their intended effect. On Friday, the Wall Street Journal reported that U.S. steel imports grew 7 percent in October month on month, despite the 25 percent tariff President Donald Trump’s administration imposed on the product… Continue Reading

0

Credit Bubble Buletin

Weekly Commentary: Q3 2018 Z.1 and THE Cycle Peak Some important Pointers Evidence of tighter financial conditions, Total Business borrowings slowed markedly. After Q2’s 6.9% rate (strongest since Q1 ’16), Total Business debt growth slowed to 3.9%. The expansion of… Continue Reading