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Schadenfreude

Date: 26 August, 2021

¨Darkness, darkness, hide my yearning, For the things I cannot see Keep my mind from constant turning. To the things. . . . Read More

Biden Ideologic Shift

Date: 16 August, 2021

¨Forty years ago, we chose the wrong path¨ …¨ ¨We are now 40 years into the experiment of letting giant. . . . Read More

Noise and signal

Date: 26 July, 2021

Usually, it takes the central banks to ¨remove the punchball¨, or a recession, to seriously derail financial markets. At first,. . . . Read More

Overthink

Date: 15 July, 2021

Sometimes it does not take much for economic forecasters and markets’ mood, which are fickle by nature, to turn around.. . . . Read More

A thorn in the flesh

Date: 5 July, 2021

The wealth effect engineered by the Fed, thanks to its ultra-accommodative monetary policy, is observable not only in equity markets,. . . . Read More