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Are bond yields too low?
Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...
Callum Thomas
Aug 14, 20194 min read


Fed vs Stocks: Finding the sweet spot
Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
Callum Thomas
Aug 7, 20196 min read


US Margin Debt Trends: The Good, the bad, and the ugly...
Margin debt is a funny indicator, it gets frequently used and abused by both rational cool-headed traders as well as sensationalist...
Callum Thomas
Aug 1, 20195 min read


US Dollar: The Calm Before The Storm
Sorry about the blatant outright cliché in the title, but honestly, I just can't think of a better way to describe the recent moves in US...
Callum Thomas
Jul 24, 20192 min read
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