Below, we look at the ironic implications of global war, global debt, and inflationary conditions as a potentially bullish

Volatility Trade Below, we take a deeper look at global debt levels, bond yield triggers and volatility trades combining into

The Market Twilight Zone Continues As Twilight Zone market conditions of suppressed volatility, low rates, central bank steroids and nosebleed

Another Recap In Parts I-III of this blog primer in US markets, we’ve tracked how easy money from an errant

A Recap Part I of this series set the backdrop of how years of accumulated debt and easy money leads

A Re-Cap In Part I of my little “history of the US markets in four reads,” we looked broadly at

Market History  I’ve been wandering through University towns in France. It’s summer, the south, and very few students meandering about.

The looming debt ceiling and current political gridlock (and White House tragic comedies) has me thinking less about politics and

 Tough Questions Clients and investors are increasingly asking the same sensible questions: how do global central banks work? The ECB?

Market risk takes many forms, from stocks and bonds to politics, currencies and social fracturing. Below, we pause to look