Monthly Archives: January 2010

  Not that we can’t correct very significantly, but maybe the best part of the rallies in commodities risk assets might be ahead of us.  The bubble might just be getting started.  Clearly and paradoxically, the most long-run bullish event … Continue reading →

  Bil Gross writes that “UK gilts are resting on a bed of nitroglycerine”.  However, it is interesting that after underperforming 90 bps vs 10y Germany, 10y gilt yields show signs of exhaustion on daily and weekly horizon.  Five waves … Continue reading →