“Keepin’ It Real”
“He just seems to have these swans on his mind”…
Category: grey swan
“All Bets Are Off”
“If all bets are off then there can’t be any money, can there?”
Your 2017 Guide To European Political Upheaval
I’ve spent a lot of time brow-beating no one in particular about markets’ apparent lack of preparedness for what couldContinue Reading
“Loads Of Emotions And Lots To Ponder”
I’m inclined to believe that those of us who fancy ourselves black swan watchers are in a better position thanContinue Reading
A Little Reminder About Macro, Ca. 2010
Just to underscore why, as a macro guy, I focus so much on tail risk, here’s a little reminder fromContinue Reading