Why are alternative assets surging right now?

Why are alternative assets surging right now?

Things are heating up in alternative asset markets… At the same time as the stock market is reaching for all-time high levels printed on 3rd October last year. Which is interesting. It’s as though a growing number of investors are coming around to my unpopular point...
What if the Powell put fails?

What if the Powell put fails?

Jerome Powell’s a dead man walking. He has been ever since he took the job as head of the Federal Reserve. Whenever it looks like markets are in trouble, the President gives him a verbal slap or publicly shames him. “Stop raising rates, you clown! You’re killing my...
We are approaching a savage correction

We are approaching a savage correction

Markets are great at ignoring reality. Just take what’s going on at the moment… It doesn’t matter that global economic growth is stalling… Or that China – “the world’s most important economy” – is showing its worst economic performance in three decades… Or...