Here's a little red meat for the inflation and monetary policy junkies out there. Two economists at the Dallas Fed released a short p...
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Remember the Thing with North Korea? KRW is Still a Good Short
Oh so long ago, in the halcyon days before " Charlottesville ", our number one worry was a nuclear conflict with North Korea. H...
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Cuckoo For Cocoa/Commodity Catch Up/Stock Market Topping Process/China From Ground Level
Long-time no post - hope everyone's been well. Was away on a 3 week+ trip to China (the 6th country I've traveled to this year!). Ha...
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The William Dudley Speaks...Still Waiting For Inflation
I might be the last generation of people that remembers EF Hutton. It was a middle-of-the-pack brokerage that got bought out as the industr...
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Around the Horn With TMM2: China, VIX, High Yield, SPX...even AAPL!
TMM2 doesn’t quite have the “Gone Fishin’” sign out for the balance of the month, but it is pretty close. For lack of any persuasive idea...
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Some quick chart porn
Giving our regular contributor Shawn a little rest, I thought I would add a few different charts that have caught my eye recently 1) Dax -...
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Really, What's to Like About Brazil?
Last week I posted some thoughts on Brazil , which I concluded by mentioning that I am optimistic on the outlook there, without getting too...
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