Monthly Commentaries
The Powell Pivot
Sep 10, 2025
‘When the facts change, I change my mind – what do you do, sir?.’ John Maynard Keynes
Read More…A Whiff of Stagflation
Aug 13, 2025
‘If you don’t like the news, go out and make some of your own.’ Wes Nisker
Read More…The Science of Not Knowing
Jul 24, 2025
‘If you want a guarantee, buy a toaster.’ Clint Eastwood
Read More…The Uncertainty of Uncertainty
Jun 6, 2025
‘There are known knowns…there are known unknowns… But there are also unknown unknowns – the ones we don’t know we don’t know.’ Donald Rumsfield
Read More…Everything Everywhere All At Once | March 2025
Apr 8, 2025
‘Chaos, when left alone, tends to multiply.’ Stephen Hawking
Read More…Fast & Furious XI: Tariff Wars | February 2025
Mar 10, 2025
‘I live my life a quarter mile at a time.’ Dominic Toretto
Read More…Ten Years Later, And We’re Just Getting Started | January 2025
Feb 12, 2025
“Birthdays are nature’s way of telling you to eat more cake.”
Read More…The New Year Edition | December 2024
Jan 14, 2025
“Every new beginning comes from some other beginning’s end.” Seneca
Read More…T’is The Season | November 2024
Dec 10, 2024
“We make a living by what we get, but we make a life by what we give.” Winston Churchill
Read More…Trump v The Bond Market | October 2024
Nov 12, 2024
“I used to think if there was reincarnation, I wanted to come back as the President or the pope or a .400 baseball hitter. But now I want to come back as the bond market. You can intimidate everybody.” James Carville
Read More…Choose Your Own Adventure| September 2024
Oct 8, 2024
“You are responsible because you choose! Think carefully before you make a move! One mistake may be your last.” The Choose Your Own Adventure Warning
Read More…Stay on top of the bond markets
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