Here are the top market developments we have been watching in June.

Here are the top market developments we have been watching in May

Here are the top market developments we have been watching in April.

Here are the top market developments we have been watching in March.

Here are the top market developments we have been watching in February.

We believe three topics, one return related, one risk-related, and one paradigm shift related, will be increasingly relevant in 2021.

Here are the top market developments we have been watching in November.

Here are the top market developments we have been watching in October.

Here is what we are watching in the markets this month.

Here are top market developments we are monitoring.

Top 7 market developments we have been watching in July.

For all the talk of the global economy moving away from the US dollar as the sole reserve currency, the global economy appears to be even more tied to the US dollar today than in 2008.

As the saying goes, chains are as strong as their weakest link.

At 10x leverage, a 10% decline in value of the underlying securities would wipe out the Treasury equity cushion.

QE: Endgame