Aeschylus at the Trading Pit: Market Oxidation, Part II
There is a drama around the markets’ trauma. Two contradictory messages are being sent simultaneously: Fear is dropping in the equity markets, which have erased losses and are turning positive for the year. At the same time, fear is rising in the global bond markets...Euripides at the Trading Pit: Market Oxidation, Part I
We live in an environment where the markets strive to remember, but forgetting might be preferable as it brings relief. It’s the twilight zone where the voice of silence carries a laughter that makes you cry. You want to take a deeper look but are terrified of...Demystifying the Market’s Shadows
Is the uncertainty over? Are the anxieties about trade policy, institutional stability, definitive direction on the economy, earnings, debt, interest rates, the dollar, and valuations over? And if not, how then do we explain the equity markets’ upswing in the last ten...The Markets at a Junction: The Dollar, Seneca, the Flows of Capital, and Japan, Part II
When a market (or any institution) lacks an anchor, a myriad of negative repercussions unfold, starting with the lack of tranquility. The absence of the latter creates uncertainty, and the effect of the uncertainty is turmoil. In the following graph, we see the impact...The Markets at the Junction of the Platonic Wheel and Jeffersonian Democracy: Trade, Cycles, and the 200-Day Moving Average, Part I
Wealth creation is the trust outcome of production and exchange. Wealth affects production, sale, and exchange of goods and services, and of course, can advance growth due to higher incomes, spending, and investments. The equity market (as a source of wealth) was due...Sign Up for Our Publications
