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Category: MacroVoices

Nomura’s Charlie McElligott Outlines The ‘Two-Speed’ Research Thesis For A ‘Vol-Centric World’

September 16, 2018September 16, 2018

“The changes, the inflections that are made happen unemotionally and happen with significant leverage behind them.”

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Jim Grant On The Bond Bear Market, Jerome Powell And Much More

March 10, 2018March 10, 2018

“I’m a little bit more fatalistic. You know, we have come to accept that financial markets are driven by people and by policies and by personalities. And, what is Chairman Powell going to do? What will President Trump tweet next? As if they were in charge. Well perhaps sometimes they are not in charge.”

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Monthly Letter

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Monthly Letters

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