What Is the Bond Market Telling Us?
Trade in Soda; Before we get to bonds, I highlight the global stockmarket, which has been riding high this year
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Gold and X-ray Machines
Trade in Whisky; Syria falls, and they have lost their entire air force since Sunday. Gold inched higher, along with
Lower Rates Lead to Real Estate
Trade in Soda; I recently added the long bond to the Soda Portfolio as evidence that inflation was calming enough
The Geddes Axe
Trades in Whisky and Soda; The US has a $36 trillion debt and an outsized annual budget deficit, which appears
Gilts in a Low-Growth Environment
Trade in Soda; Since the UK Chancellor’s recent budget on 30th October, there has been much focus on the
Flash Note
Trade in Soda