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Market Anthropology: Chasing Mavericks

Wednesday, December 16, 2015 Chasing Mavericks So many bedrock beliefs of investors have been turned on their heads or flatly disproven over the course of this cycle. Never was this more true than with inflation and inflation expectations. And while…

Market Anthropology: Chartcap

Sunday, August 7, 2011 Chartcap Here is the weekly chart recap from my notes. We bookend the week looking at the parallels in market conditions in 1998 and what it meant towards the prospect of a lower low. In between…

Market Anthropology: Challenging Our Assumptions

Monday, November 3, 2014 Challenging Our Assumptions As the contemporary chapters of quantitative easing mature into their second decade (est. 2001 Japan) of trials and tribulations, it’s important to recognize that the policy influences have been applied in varying economic conditions –…

Market Anthropology: Chart Lab

Chart Lab Friday February 9th, 2012 Here are a few interesting charts of SKF – the 2X Ultrashort Financials trading instrument. I utilized SKF because it has data going back to early 2007. What is particularly interesting to me is…

Market Anthropology: Carlos Slim

Monday, May 16, 2011 Carlos Slim There’s nothing slim about Carlos.  Literally. Say what you like about Carlos Slim and his preference for capitalist hegemony rather than philanthropy – the man can trade. In the years to come he will…