Ritesh Jain
Institutions Prediction for 2020
David Hume & The PBOC: He who laughs last – Russell Napier
US headed for 0% GDP growth in Q4 and Q1
Saxo Bank Outrageous Predictions For 2020
Corporate Management teams are LBO’ing themselves with cheap debt (
The Fed Gives Up on Inflation: Why I Gave Up On Strong USD View
Debt owed by governments, businesses and households around the globe is up nearly 50% since before the financial crisis
Party Like It’s 1999
Deutsche bank is the biggest systemic risk today
The one ingredient missing for a major bond price top is the blowup of a big firm
Whenever CNY has depreciated it always means deflation in the world
Negative yielding crosses $15 trillion
Nearly half of S&P 500 components have a higher yield than the 10-year, and 25 yield more than 5%
The Longest expansion just got longer
Macroeconomic Overview A Misdiagnosed U.S. Economy – Guggenheim
We are on the verge of a currency war
The Charts Show That Fiat Money Experiment Is In The Last Stages
Europe & EM in particular remain potential value traps
