We have two new Narrative signals here in June, both Bullish in direction, which is a welcome change from the largely uniform Bearish signals of April and May.
But both on the surface and beneath the surface, there is an enormous amount of conflict and churn happening in narrative-world. Time to trim the risk sails.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
For a solid two years, call it early 2011 through early 2013, comparative euro-area gov’t bond yields was the first chart I’d look at in the morning and the last chart I’d look at in the evening.
Time to start doing that again.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
If you don’t see that the crypto “industry” has become just as blindingly corrupt, just as oozingly fatuous, just as profoundly captured by the Nudging Oligarchy as the traditional financial services industry it was supposed to replace … well, you’re just not paying attention.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Trading is hard. Your odds of success are heavily influenced by the seat you choose. Retail trader or bank trader or PM, here are metrics to evaluate that seat.
If there’s one Common Knowledge narrative that I think can break over the coming months, it’s But The US Consumer Is Strong! ™.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.