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28 Nov 2023 4 minute read 0 comments fmiren $0.13
Due to storage and carry costs, the more distant months usually trade at premium to the near-month contract which means that the curve is typically in contango. That’s why contango is also known as a normal market. Though backwardation is relatively...
27 Nov 2023 2 minute read 0 comments LeaderIcarus $0.06
Welcome to our Financial and Global News Headlines: Your Quick Guide to Markets! In the fast-paced world of global finance and beyond, staying informed about the latest news is crucial. Our series offers succinct updates on essential financial news f...
27 Nov 2023 1 minute read 0 comments fmiren $0.13
In this essay I will share some popular and not so popular commodity trading strategies. Investors’ portfolios may benefit greatly from commodities because they can perform well in economic circumstances that are deleterious to conventional investmen...
26 Nov 2023 3 minute read 1 comment Todd Mei PhD $0.30
Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation Black Friday (noun): the start of the non-holiday season for retail workers; the globalization of cheery consumerism; a dark cloud often inducing investors to d...
22 Nov 2023 2 minute read 1 comment fmiren $0.24
The level of credit risk varies over and responds to business cycles maybe not very directly but in a systematic way. Credit risk reaches its peak during recessions when corporate defaults are common across the economy. Therefore, credit risk premia...
21 Nov 2023 4 minute read 0 comments fmiren $0.15
Debt-deflation dynamics FED’s actions during the GFC FED’s policy response to the 2007–2008 crisis proved to be effective. (Here we don’t discuss the long-term consequences of FED’s policy which can be debated). If Bernanke was successful in his acti...
19 Nov 2023 3 minute read 0 comments Todd Mei PhD $0.36
You can find the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation Core Inflation (noun): the concerted use of exercises targeting the core of the body; an economic law expressing the tendency that when prices rise du...
17 Nov 2023 2 minute read 0 comments fmiren $0.62
Bonds and the business cycle Fixed income securities Bond yields have a high and low point throughout business cycles. The best time to be invested in bonds is when long-term yields are at their cycle high because there’s an inverse relation...
12 Nov 2023 2 minute read 0 comments LeaderIcarus $0.17
Welcome to our Financial and Global News Headlines: Your Quick Guide to Markets! In the fast-paced world of global finance and beyond, staying informed about the latest news is crucial. Our series offers succinct updates on essential financial news f...
7 Nov 2023 8 minute read 0 comments fmiren $0.46
This is the second part of the summary of "Hedge Fund Market Wizards" by Jack Schwager. The first part is here: https://www.publish0x.com/bringing-us-treasurys-onto-the-chain/summary-of-hedge-fund-market-wizards-xqepxpg Steve Clark. Steve Clark is...
