Currencies and Commodities

“The goal here is to outperform the market, whatever it…

Beating the Benchmark: Developing Strategies for Alpha Generation

Market oracles claim inflation is here to stay—Carlos Asilis, co-founder…

Swimming Against the Tide: The Case for the Disinflationary Era

September’s CPI report revealed that, as energy and food prices…

CPI Runs Hot–Are We Headed For Stagflation?

Michael Pettis, senior fellow at the Carnegie-Tsinghua Center for Global…

Beyond Evergrande: Can China Shoulder Its Massive Debt Burden?

Energy prices continue to jump higher, and global supply shortages…

IMF Cuts Growth Forecast as Record Number of U.S. Workers Quit Their Jobs

As the rotation out of mega-cap tech into energy &…

Why Small Cap Stocks May Hold the Key to the Next Equity Breakout

The global financial system is a lot like a natural…

The Building Blocks of Finance – Investor Framework

Is a global systemic banking crisis looming? Emil Kalinowski, host…

Countdown to a Debt Crisis

The U.S. nonfarm payrolls data revealed that a mere 194,000…

Nonfarm Payrolls Show Abysmal U.S. Job Growth as Oil Futures Spike

Lawmakers have reached an agreement to extend the debt ceiling…

Markets Rallying Hard While Debt Limit Increases by $480 Billion

Markets have made a comeback today with major European and…

Tony Greer: Will the Broad-Based Market Rebound Hold?

U.S. equities begin the new week on unsteady footing with…

Stocks Plunge as NASDAQ Sinks to 3-Month Low

Keith McCullough, CEO of Hedgeye Risk Management, is always a…

A Growth Surprise for Q4

Merger arbitrage is one of the *most* lucrative yet dangerous…

The New Age Of Global Macro and Merger Arbitrage

With the FOMC meeting now coming to a close, Darius…

Fed Announces Taper Plans as Evergrande’s Fate Hangs In The Balance

With Evergrande's crisis unnerving investors this week, Real Vision’s Ash…

Evergrande Caused Global Markets to Tumble–What’s Next?

With a potential shock to China’s financial system from Evergrande’s…

Tony Greer: Commodities, Evergrande, and Europe’s Energy Crisis

Michael Gayed, portfolio manager at Toroso Investments, LLC, and Darius…

Risk Works in Both Directions

Equities globally are in tumult, and volatility is rising sharply—Peter…

Global Market Volatility Spikes as Fears of Evergrande Contagion Spread

Markets are down again today, bracing for potential impact by…

Does Evergrande Pose Broader Market Threats Outside China?

James Aitken is the founder of Aitken Advisors LLP and…

Is Inflation Here to Stay?

Darius Dale, founder and CEO of 42 Macro, returns to…

$300 Billion Default Pushes Chinese Real Estate Market to the Brink

With oil demand projected to continue strengthening for the rest…

Inflation Cools Slightly As Oil Continues Its Rebound

The Chinese Communist Party's stern crackdowns on its businesses such…

Is The Chinese Growth Story A Mirage?