What caused the Fed’s dovish turn? Gavyn Davies Several commentators (see here , here and here ) have noted recently that the Feder...
MONETARY POLICY: WHEN 2% IS NOT ENOUGH / THE ECONOMIST
Monetary policy When 2% is not enough The rich world’s central banks need a new target . LIKE other areas of public policy, cent...
EXPLOITING INSANITY -- PART II / SAFE HAVEN
Exploiting Insanity -- Part II By: Sam Brown In the first article of this series (in the Safehaven archive) I described the starting...
WITNESS THE BUTTERFLY EFFECT / SEEKING ALPHA
Witness The Butterfly Effect by: The Heisenberg Summary - Look out, here comes another Heisenberg reality check. - Beho...
IT´S TIME TO HEDGE BETS ON GOLD POSITIONS / BARRON´S MAGAZINE
It’s Time to Hedge Bets on Gold Positions With gold ETFs finally showing signs of weakness, it’s worth considering a few exit strategies....
CENTRAL BANKERS´ MAIN CHALLENGE: STAYING RELEVANT / THE WALL STREET JOURNAL
Central Bankers’ Main Challenge: Staying Relevant Decline in the natural interest rate gives authorities less ammunition to counteract ec...
MARKET´S TIGHT RANGE SIGNALS SHARP MOVE / BARRON´S MAGAZINE
Market’s Tight Range Signals Sharp Move The VIX fear index is low, but the very narrow trading range on the S&P 500 is much more omin...
ONE HELLUVA FELLA: THE HORRIFICALLY COMTEMPORARY WORLD OF HIERONYMUSOSH / DER SPIEGEL
One Helluva Fella: The Horrifically Contemporary World of Hieronymus Bosch By Ulrike Knöfel ...