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Month: May 2018

Take Note: ‘This Will Have Profound Implications For Everything The USD Touches’

May 1, 2018May 1, 2018

Are you short the dollar (implicitly or explicitly)?

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3 Comments on Take Note: ‘This Will Have Profound Implications For Everything The USD Touches’

Giant Mutual Fund Firm Trying Very Hard To Stop Being A Mutual Fund Firm

May 1, 2018May 1, 2018

He has a very long way to go.

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Leave a Comment on Giant Mutual Fund Firm Trying Very Hard To Stop Being A Mutual Fund Firm

Here’s Where Everyone Stands On The Metals Tariffs As Trump Goes The ‘Let’s Just Do It Tomorrow’ Route

May 1, 2018May 1, 2018

Make trade uncertainty great again.

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1 Comment on Here’s Where Everyone Stands On The Metals Tariffs As Trump Goes The ‘Let’s Just Do It Tomorrow’ Route

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Previous 1 … 14 15

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

The Swiss Killed The CoCos

March 20, 2023March 20, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • therealheisenberg on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • rem on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout
  • Btfl on The Swiss Killed The CoCos

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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