HindeSight Letters – Medium

HindeSight Letters

HindeSight Letters

Your Country Needs You (r Savings)

An excerpt from a bigger HindeSight Dividend supplement written by Mark Mahaffey, Aalok Sathe and Ben Davies — the full PDF is available by…

May 26, 2016

Your Country Needs You (r Savings)

May 26, 2016

HindeSight Letters

The Road to Canossa

A special Op Ed piece of the bigger Money Macro and Markets supplement written by Sean Corrigan — the full PDF is available on our blog.

Apr 29, 2016

The Road to Canossa

Apr 29, 2016

HindeSight Letters

Not that anyone really should have been surprised, but the Fed passed again at this week’s FOMC…

Yields fell between 12–15bps across the curve, the USD came under heavy assault, gold rose by as much as $40/oz, crude by no less than 10%…

Mar 23, 2016

Not that anyone really should have been surprised, but the Fed passed again at this week’s FOMC…

Mar 23, 2016

HindeSight Letters

Another Banking Crisis? Mark Mahaffey

This is part 2 of a commentary by Mark Mahaffey about the current state of Banking that appeared in this month’s HindeSight Dividend…

Mar 22, 2016

Another Banking Crisis? Mark Mahaffey

Mar 22, 2016

HindeSight Letters

Another Banking Crisis? Mark Mahaffey

This is part 1 of a commentary by Mark Mahaffey about the current state of Banking that appeared in this month’s HindeSight Dividend…

Mar 17, 2016

Another Banking Crisis? Mark Mahaffey

Mar 17, 2016

HindeSight Letters

Housing Bull.

The official Fed gauge of manufacturing output stands at its best in nearly 8 years, just 3% off the pre-Crash peak, but improvements have…

Feb 25, 2016

Housing Bull.

Feb 25, 2016

HindeSight Letters

A world where procrastination pays. Sean Corrigan

There has been much head-scratching of late as to why, with interest rates lower than they have been since the Universe first exploded out…

Feb 17, 2016

A world where procrastination pays. Sean Corrigan

Feb 17, 2016

HindeSight Letters

Infinite Negative Rates, Infinity Gold Prices. Ben Davies

Negative Interest rates have long ceased to be the thing of legends. The Scandinavian central banks have engaged in negativity for some…

Feb 17, 2016

Infinite Negative Rates, Infinity Gold Prices. Ben Davies

Feb 17, 2016

HindeSight Letters

The Three Kings

The below is just a small excerpt from the larger and more detailed Midweek Macro Musings by Sean Corrigan.

Dec 24, 2015

Dec 24, 2015

HindeSight Letters

Building a Contrarian Portfolio with ETFs.

This month I want to expand on the Contrarian portfolio I suggested a while back, adding some colour to my suggested ETF based ideas. First…

Dec 1, 2015

Building a Contrarian Portfolio with ETFs.

Dec 1, 2015

HindeSight Letters

HindeSight Letters

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