Supply-Side Crudenomics Cackalack Capital Tuesday, May 29, 2018 71 Comments Cackalack Capital With front-month WTI futures suffering their worst 2 days since 2016 into the start of the US long weekend Friday and a sudden proliferation... Read More
Arm Me With Carry, Conte Drop A Load On 'Em...BTP, How Can I Explain It? Cackalack Capital Tuesday, May 22, 2018 43 Comments Cackalack Capital With Italian debt markets feeling an awful lot like everyone's old friend Wile E. Coyote after a bad run in with The Market Formerly ... Read More
Argentina: Chronicle of an IMF Bailout Foretold EM Inflationista Monday, May 21, 2018 36 Comments EM Inflationista Greetings Macro Man Community--thank you to the new contributors who have done well taking up the TMM mantle. It’s great to see that the Ma... Read More
William Tell wake up, Switzerland has gone mad! Unknown Friday, May 18, 2018 262 Comments Unknown William Tell contemplating SNB's portfolio On June 10th, Swiss voters will cast their votes on the Vollgeld referendum: "F ... Read More
Strong And Stable, Valuations Edition Cackalack Capital Wednesday, May 02, 2018 190 Comments Cackalack Capital It's fun and trendy to point out valuations are elevated for a variety of financial assets these days, though thanks to the global bond ... Read More