Trump’s $36 Trillion Inheritance
Trades in Soda and Whisky; During the inauguration speech, European markets were already closed, and the US stock and bond
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Back to the Banks
Trades in Soda and Whisky; On 4 December 2024, just a few weeks ago, the Bank of England pointed to
The Multi-Asset Investor: Flash Note
Trade in Soda; Following my recent note it has become clear that the long-end of the bond market is in
Bonds and Rebalancing Bitcoin
Trades in Whisky and Soda; On Monday, 20th January, Donald Trump will be sworn in as the 47th President. They
Happy Christmas from the Fed
I made some comments in yesterday’s ByteFolio, where we cover Bitcoin and crypto. For those unaware, the first part
What Is the Bond Market Telling Us?
Trade in Soda; Before we get to bonds, I highlight the global stockmarket, which has been riding high this year