Bonds Away!

The US bond market may be closed, but it was fully open in China, and locals took advantage of this fact to do one thing: sell. In the aftermath of our viral post “”Catastrophic” Property Sales Mean China’s Worst Case Scenario Is Now In Play“, China property firms bonds were hit with another wrecking ball onContinue reading “Bonds Away!”

Peak Red Ponzi?

If so, now what? If there is a “one and only one” place to go to understand macro-markets, it is Jeffrey Snider of Alhambra Investments. Jeffrey’s EuroUniversity series should be a masters program for anyone in or into the markets. Read each post several times to lock it in. Jeffrey’s pitch today – the RedContinue reading “Peak Red Ponzi?”