A Trader’s PerspectiveTurning JapaneseThe Fed’s response to COVID will zombify corporate America for a generationJun 22, 2020Jun 22, 2020
A Trader’s PerspectiveChina: Red Flag RisingDespite a quick reopening, a crack in the Chinese currency suggests things are about to get worse for the world’s second-largest economy.May 26, 2020May 26, 2020
A Trader’s PerspectiveGoing NegativeDebt deflation starts the U.S. on a path to negative interest ratesMay 11, 2020May 11, 2020
A Trader’s PerspectiveThe Biggest Trade in the WorldThe largest position in the history of the financial markets is about to get squeezed.Apr 27, 2020Apr 27, 2020
A Trader’s PerspectiveinThe CapitalThe L-shaped recoveryBy A Trader’s Perspective on The CapitalApr 11, 2020Apr 11, 2020
A Trader’s PerspectiveStall SpeedThe Fed’s foot is on the gas but the economy is losing altitudeNov 20, 2019Nov 20, 2019
A Trader’s PerspectiveJaws 2Diverging paths of the economy and the market continues to be a study in contradictionsNov 8, 2019Nov 8, 2019
A Trader’s PerspectiveTipping PointDeclining economic growth may become too much for equity markets to ignoreOct 2, 2019Oct 2, 2019
A Trader’s PerspectiveLiquidity Trumps FundamentalsAdequate funding a potential problem for marketsSep 26, 2019Sep 26, 2019
A Trader’s PerspectiveVIX Cheap as Impeachment Threat GrowsMarkets too complacent in face of political turmoilSep 24, 2019Sep 24, 2019