Tag Archive: Jaws Of Death

Market Thoughts – How About Secular Complacency ?


The noisy minority continues to bleat … “secular stagnation”, “complacency”, crash, crash, crash is coming. “secular stagnation” was brought up by Larry Summers in December last year and I have been quite a… Continue reading

Groundhog Day : The Jaws Of Death & Hindenburg Again ? May 2014 Edition


2 people told me today that they are a tad confused about what to do in the markets and that they cannot see any clear trend developing. What about the 10Y US treasuries… Continue reading

Equities – The Believers Vs The Non Believers


Gold is like a religion. You are a believer or you aren’t. It all started with Gold in April and now this belief system is imposed on almost all asset classes. To believe… Continue reading