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Having covered Japan and bonds, I suppose I should go over the third risk I’ve talked about, liquidity. Liquidity ... Read More
There’s a lot going on in markets, right now. In cases like these, I think it’s important to ... Read More
As talked about last week, Japanese troubles seem to matter. Their yield curve control (YCC) adjustment has caused their bond ... Read More
Japan has been getting exciting, lately. Inflation has been back on the rise, with core inflation looking sticky around 4.2%. At ... Read More
Last year, we did quite well by staying defensive. This year, that has looked like a horrible decision. What changed? ... Read More
I generally try to stay away from getting into the weeds of what happens in the market, as it’... Read More
We’re certainly going to start of the second half of the year with quite a lot going on. Earnings ... Read More
The Nasdaq 100 (QQQ) had the best-ever start to a year in its history, up 39%. Why did this happen, and more ... Read More
