Tag Archives: Outlook

Are we too short Bernanke?

Sometimes we like to channel our inner bull, as in bovine, which is rare for ex-bond traders.  Trying to see all angles of the dimly lit statue we call the market is a necessity to manage the risk that: a)  … Continue reading

Posted in Black Swan Watch, Bonds, Budget Deficit, Charts, Economics, Equities, Fiscal Policy, Sovereign Risk | Tagged , , , | 1 Comment