The Executive Trade Trap
The rule of law is bending. Markets are breaking. Donald Trump just declared that the United States Congress is irrelevant…
The rule of law is bending. Markets are breaking. Donald Trump just declared that the United States Congress is irrelevant…
The Decoupling of Output and EffortThe numbers do not lie. Morgan Stanley Head of European Sustainability Research Rachel Fletcher recently…
The market is efficient. That is the lie we tell ourselves.Capital allocation in the technology sector remains tethered to legacy…
The Gavel Falls on ProtectionismThe protectionist fever broke on Friday. A federal judge in the Court of International Trade issued…
The Euro is bleeding. The greenback is a wrecking ball. On February 19, the EUR/USD pair crashed through the 1.1780…
Data is the new toxic waste. It sits in cold storage, waiting for the inevitable. The World Economic Forum issued…
Retail Buyers Catch the Tesla Falling Knife The smart money is leaving. Main Street is arriving. The divergence is absolute.…
The party is getting loud. Too loud. For three consecutive years, the S&P 500 has defied the gravity of high…
The Liquidation of the Soft LandingThe Euro is bleeding. A drop to 1.1780 is not just a statistical fluctuation. It…
The vault is already open. We just cannot see inside yet. On February 20, the World Economic Forum issued a…