Perspectives on the world of investing.

Mar 21, 2018

Herd Behavior

So many absurd things become normalized over time.

Remember when it was strange that Central Banks did QE? Remember when Crypto Currencies first launched? Remember dial up Internet? When we first got these devices with glass screens with QWERTY keyboards?

David Aron Levine in On the Markets

Nov 16, 2016

Political Risk Rising.

An alternative interpretation of what is happening post election to what Dalio said about sovereign credit.

Ray Dalio and others seem to be interpreting the sell off in the Credit markets as…

David Aron Levine in On the Markets

Sep 10, 2016

Inflation Theory.

The idea of inflation is pretty straightforward: prices of stuff rises so you need more currency to buy the same thing. The basic notion is that over time, prices tend to go up.

Over the last while, this notion has become a pretty big and important one as it has driven…

6 responses

David Aron Levine in On the Markets

Jan 22, 2014