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6 May 2023 2 minute read 3 comments Todd Mei PhD $0.60
Welcome to the free State of the Market report for the Art of the Bubble! Our subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital, does. It’s modified in timeframe and weighting so you don’t have to stare at...
3 May 2023 4 minute read 0 comments fmiren $0.29
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...
2 May 2023 1 minute read 0 comments fmiren $0.29
How To Win In Commodities Markets With inflation raging, and traditional asset classes underperforming there is no better time to talk about commodities than now. In this essay I will share some popular and not so popular commodity trading stra...
1 May 2023 1 minute read 0 comments fmiren $0.51
Carry trading is borrowing at a low interest rate and invest in a high interest rate. It's mostly popular in FX due to interest rate differentials. Let's say, you can borrow 0.5% in Japanese yen, and invest it at 5% in Australian dollar. If the spot...
30 Apr 2023 1 minute read 0 comments fmiren $0.36
What is the repo market? And why it's the backbone of the financial system? The repo market is the heart of the financial system. It is the market where cash that financial institutions have and Treasury securities meet. Large financial institutions,...
29 Apr 2023 3 minute read 0 comments Todd Mei PhD $0.71
Welcome to the free State of the Market report for the Art of the Bubble! Our subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital, does. It’s modified in timeframe and weighting so you don’t have to stare at...
26 Apr 2023 4 minute read 0 comments fmiren $0.35
Monetary policy 101 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 wa...
22 Apr 2023 2 minute read 1 comment Todd Mei PhD $0.91
Welcome to the free State of the Market report for the Art of the Bubble! Our subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital, does. It’s modified in timeframe and weighting so you don’t have to stare at...
22 Apr 2023 2 minute read 0 comments fmiren $0.22
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 relationship...
21 Apr 2023 7 minute read 0 comments fmiren $0.26
Patterns of financial crises In light of the recent fears of recession I decided to summarize one of the best books on crises, “This time is different” by C. Reinhart & K. Rogoff. The book describes financial and economic crises since 1300 up to...
