When the tide turns Rising interest rates and inflation have upended investing Not all assets have been affected equally For almost a year, ...
MARKET VET PREDICTS THE NEXT DECADE WILL BE AWFUL FOR THE 60/40% PORTFOLIO. HOW TO INVEST. / BARRON´S MAGAZINE
Market Vet Predicts the Next Decade Will Be Awful for the 60/40 Portfolio. How to Invest. By Randall W. Forsyth Felix Zulauf, president of S...
ALL PAIN AND NO GAIN FROM HIGHER INTEREST RATES / PROJECT SYNDICATE
All Pain and No Gain from Higher Interest Rates In the name of taming inflation, central banks have deliberately set themselves on a path to...
LIGHT NEEDS SHEDDING ON THE DOLLAR SWAP BLACK HOLE / THE FINANCIAL TIMES OP EDITORIAL
Light needs shedding on the dollar swaps black hole In a world of geopolitical risks, economic pain and challenges to the US currency’s supr...
COPPER AND ALUMINUM BULLS ARE RUNNING TOO FAST / THE WALL STREET JOURNAL
Copper and Aluminum Bulls are Running Too Fast As China moves from ‘zero Covid,’ metals are rallying in hopes of a quick economic rebound By...
CRYPTO´S WELL-WORN PATH TO CRISIS / PROJECT SYNDICATE
Crypto’s Well-Worn Path to Crisis No one should be surprised at the collapse of the crypto exchange FTX – not even at how many people were s...
INVESTING IN AN ERA OF HIGHER INTEREST RATES AND SCARCER CAPITAL / THE ECONOMIST
Investing in an era of higher interest rates and scarcer capital Prepare for impatient investors and pain in private markets—but also higher...