Navigator. The QS team tells me that “Odd bins” is a bad name because investors don’t want to look for research in a bin & my writings are garbage enough without associating them with a bin. So the new name is “Navigator”. Investment themes: Markets could be... Read More
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24 Nov 25
Navigator (The Replacement of Oddbins)
#Japanese Equities#Japanese Yen#Asset Bubbles#Debt Bubbles#Ukraine War#Credit Bubbles#Capital Bubbles#JGB (Japanese Government Bond)#Japanese Economy#Ukraine. President Zelensky#A framework for thinking through Bubbles#President Trumps 28 Point Peace Plan#Trump's Serial Betrayalls of Ukraine#Japan-The Sustainability of Sovereign Debt
09 Aug 10
Much Ado About Something Else
#Markets#Strategy Archive#Economy#Equities#Currencies#US Economy#Quantitative Easing (QE)#Interest Rates#Bonds#Global Growth#Deflation#Deleveraging#Japanese Economy#Low-Growth Scenario#Sovereign Bonds.
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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