In the first post about the YEN/YUAN, we discussed the current significance of the cross, and with it a rising dollar. Now we will provide CONTEXT and NUANCE as to the backdrop of this cross’s… more
Yra Harris
In the past three weeks I have had the pleasure of doing two major podcasts with two of the most highly regarded global macro thinkers and traders: Zoltan Pozsar and Louis Gave. Our discussions… more
There was an article in Foreign Affairs this week by Graham Allison, the dean of American political scientists, titled, “Putin’s Doomsday Threat: How to Prevent a Repeat of the Cuban Missile… more
Louis-Vincent Gave - CEO. Louis-Vincent Gave co-founded GaveKal in 1999 with his father Charles and Anatole Kaletsky. GaveKal started as an independent research firm and evolved in 2005 to… more
Author Kushal Thaker’s new book “Be Rich with Specunomics” is an insightful guide for readers looking to intelligently build financial growth
Kushal Thaker, who has been a… more
This week I had the extreme pleasure of recording a Financial Repression Authority podcast with Zoltan Poszar (moderated by Richard Bonugli, of course). We covered the entire global scene from… more
Zoltan Pozsar is a Managing Director and is the Global Head of Short-Term Interest Rate Strategy based in New York. Prior to joining Credit Suisse in February 2015, Zoltan had a distinguished… more
In the past week there were three pieces published by highly respected investors and analysts about how Russia's invasion of Ukraine will portend the end of globalization. Adam Posen, Larry Fink… more
There are so many things to consider when trading in the current climate. First and foremost, CAUTION is the key word, not FEAR. As Billy Joel would say, “We didn’t start the fire,” but as traders… more