Market Views

BUG VS WINDSHIELD
March 2020
 
VIRUSES RESPECT MATHS
February 2020
 
A BANK OF SWANS
January 2020
 
WHO IS DELUSIONAL?
December 2019
 
WHAT BOOKMAKERS KNOW
November 2019
 
A WELL-TRAVELLED PATH
October 2019
 
ORACLE OF DELPHI
September 2019
 
THE ROAD LESS TRAVELLED
August 2019
 
SOUND MONEY
July 2019
 
BEHAVIOURAL CONSISTENCY
June 2019
 
CAMPANOLOGY
May 2019
 
LINEARISM AND THE HUBRIS OF KING CANUTE
April 2019
 
VOL SPACE VS. DEEP SPACE
March 2019
 
CHICKEN OR THE EGG?
February 2019
 
EVERYTHING TO PLAY FOR
January 2019
 
POTEMKIN VILLAGE
December 2018
 
SATURNALIA
November 2018
 
TO MAKE MATTERS WORSE...
October 2018
 
THE DOLLAR AUCTION GAME PARADOX
September 2018
 
JUDGING SNOW STABILITY
August 2018
 
TAXONOMY OF A BULL MARKET
July 2018
 
THE TRAP
June 2018
 
STABILITY BEGETS INSTABILITY
May 2018
 
ROLLING THE DICE
April 2018
 
THOUGHTS ARE FREE
March 2018
 
MONEY FOR NOTHING AND VIX FOR FREE
February 2018
 
LIQUIDITY IS LIKE EXPERIENCE
January 2018
 
THE TAO OF TAIL
December 2017
 
THE EYE OF THE NEEDLE
November 2017
 
BY GEORGE!
October 2017
 
ONLY THREE THINGS TO GAMBLIN'
September 2017
 
THE RED PILL
August 2017
 
ALL ROADS LEAD TO ROME
July 2017
 
NIHIL ADMIRARI
June 2017
 
I MAY BE CRAZY, BUT…
May 2017
 
THE DEAD PARROT
April 2017
 
ANOTHER SNAG
March 2017
 
VOLATILITY IS NO PROXY FOR RISK
February 2017
 
SAILORS ON A BECALMED SEA
January 2017
 
THE VALUE OF EVERYTHING
December 2016
 
DIARY OF A LIFEBOAT SALESMAN
November 2016
 
NAKED AND AFRAID
October 2016
 
FROM PARK LANE TO OLD KENT ROAD
September 2016
 
AN INTELLECTUAL INSULT
August 2016
 
A PEEK INTO THE FUTURE
July 2016
 
CRYING WOLF: A BETTOR’S GUIDE
June 2016
 
SAVING FISH FROM DROWNING
May 2016
 
THE LIFE OF THE TRAPPER
April 2016
 
MARCHING TOWARDS THE DRAGONS
March 2016
 
THREE MILE ISLAND ECONOMY
February 2016
 
I BLAME THE CENTRAL BANKS
January 2016
 
THE PRECIPICE OF HISTORY
December 2015
 
UNDERPINNINGS
November 2015
 
QUA-NUT-ATIVE EASING: SQUIRRELNOMICS MADE SIMPLE
October 2015
 
GAZING INTO THE ABYSS
September 2015
 
THE WAR FOR THE TRUTH: ARE EQUITY PRICES AN ACCURATE REFLECTION OF ECONOMIC REALITY OR MERELY A GOVERNMENT SPONSORED SHOWCASE?
August 2015
 
"EVERYBODY HAS A PLAN UNTIL THEY GET PUNCHED IN THE MOUTH”
July 2015
 
THE WORLD IS GETTING INTERESTING
June 2015
 
THE DOOMSDAY MACHINE
May 2015
 
THE LINEAR DELUSION
April 2015
 
CUI BONO!
March 2015
 
IT’S TIME TO SWING, BABY!
February 2015
 
I’M YOUR HUCKLEBERRY
January 2015
 
REFLECTING ON 2014
December 2014
 
THE INVESTMENT RACETRACK
November 2014
 
TIME WILL TELL
October 2014
 
NEGATIVE CARRY STRATEGIES ARE DEAD… LONG LIVE NEGATIVE CARRY STRATEGIES
September 2014
 
WHATEVER IT BREAKS…
August 2014