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<p>"Doubt is not a pleasant condition, but certainty is absurd." - Voltaire</p> <h3><u><strong>Chart Booklet & More</strong></u></h3>...
<h2><strong>A Renormalization on Wall Street</strong></h2> <p>"In the world of investing perception often swings from flawless to hopeless.&qu...
<p>Bill Baruch breaks down the action for the Australian Dollar amidst hawkish rhetoric from the Fed, poor economic data out of Australia as well as p...
<p>Why MMT doesn't work, tectonic shifts in demographics, and labor unions driving inflation as supply chains get relocated. Paul Wankmueller, CMT...
<p>Oliver Sloup breaks down the action in corn and how it's all related to the Chinese economy, export sales and weather dynamics.</p>...
<h2><strong>The China Divergence and Commodities</strong></h2> <p>"Climbers that have been fortunate enough to reach the top and successfully ...
<p>Emerging market debt has seen a lot of stress lately. On today's podcast we talk about capital allocation across EM as investors demand higher ...
<h2><strong>Emerging Markets and Financial Conditions</strong></h2> <p>"Never let a good crisis go to waste." - Winston Churchill</p> ...
<p>What are the implications of this commodities sell-off within the context of structural undersupply, is the Fed handcuffed by debt and what is happ...
<p>With 70% of the world's corn reserves in China's hands, Beijing has the ability and willingness to use lockdowns as a strategic tool agains...
<p>If you take a longer view of Gold for the year, it is ~unchanged and has outperformed many other asset classes (Cryptos, Nasdaq).</p> <p>With re...
<p>It was an ugly week in almost all asset classes, with one by one falling like dominos. What seemingly started with a tech-driven selloff spilled ov...
<p>Click Subscribe!! We Appreciate Our Followers!!</p> <p>Correlation data is driving the current markets:</p> <p>-Friday's Chinese Manufact...