Flash Note: No Action
Given today’s events, I am sharing a few thoughts.
Given today’s events, I am sharing a few thoughts.
Trade in Whisky
Trade in Soda; Following my recent note it has become clear that the long-end of the bond market is in
Trade in Soda
Flash Note; The market reaction in both the UK and US to the lower inflation data is notable, and I
Flash Note; I have been reviewing the tech sector, and evidence is mounting that it has peaked. I can’t