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Crescat Capital have issued what they call their ‘macro trade of the sanctuary’, saying short the Yuan and global shares and long gold.
We wrote recently of the extraordinary levels and declining quality of corporate bonds a couple of weeks ago. If you missed it you should read i
Last night saw decent gains on Wall St, lead again by tech shares. However last night continued a recent trend of a disconnect between shares v
Often only in hindsight do we see the ‘thing’ that signalled a level of madness that could only have heralded the beginning of a big shift
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The Dow Jones plummeted around 180 points and gold rose to kiss US$1300 our time Friday night with shares pummelled by growing concerns over global gr
Markets were a sea of red last night on growing concerns about the slowing global economy we discussed yesterday. But there was something partic
When we wrote yesterday of the ‘hard evidence’ of Australia’s growing economic troubles we didn’t yet know of the GDP print th