Insights

Just released the 488th Edition of Turning Points. A 17 page note with a primary focus on crypto as this constitutes...

In this coming weekend's edition of Turning Points, the current state of crypto will be discussed, centering around...

In this weekend's edition of Turning Points, the case was made for interest rates being offsides as, among other...

Perhaps it is of little coincidence that the MOVE Index, a measure of bond market volatility, has decided to select...

The tendency for investors to anchor themselves to bearish outcomes has become a feature of this market since the 2023...

In this weekend's 468th edition of Turning Points we have a 15 page note discussing the ramifications for the...