Davos – Profiting from the Asinine
Davos (?dæv?s) — n. Romansch name: Tarau. A mountain resort town in Switzerland. Let’s consult the CapitalistExploits.com Dictionary for a better definition: Davos – n. A mountain resort town in...
View ArticleWhat Would You Have Done?
Let’s analyse the formation of the bond bull market which began in 1982. We’ll use the US 10-year as proxy. Here it is in all its glory: The 60’s and 70’s saw bond yields run from a low around 4% to...
View ArticleShortages Are Not Just For Ivan
The USSR was known for many things. Shortages were absolutely one of them. It was so bad that you could wait for up to 10 years to order and receive a car. And after that 10 year wait you got to be the...
View ArticleInflation: Talk Dirty to Me – OWTW
Ah, those Perrier-sipping, pointy-shoed central bankers… It wasn’t that long ago when they assured us we were crazy to even mutter the dreaded “i” word — even as raging consumer goods prices were...
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