top of page
Category Posts
Feb 2, 20242 min read
The Final Rotation
What follows is a summary of this week's events. The much anticipated FOMC meeting came and went and the Fed was every bit as hawkish as...
Feb 1, 20243 min read
Monetary Illusion X.0
Ten years ago hedge fund manager Hugh Hendry wrote in his annual letter that central banks have given rise to a new form of investing...
bottom of page