The Systemic Bug : Bank runs can now happen at the speed of light.
Today March 22, 2023 the Federal Reserve hiked the fed funds rate by 25 bsp, in line with consensus. It ignored, however, certain claims...
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Fred Dionne
- Feb 25
- 1 min
Mind The Profile
It's too easy to get entrenched in a bull or bear mindset. What if you should remain neutral? Do you see further price rotations in a...
Fred Dionne
- Jan 16
- 1 min
Macro Traders vs Tech Equity Guys
The dismal scientists vs the Optimists, the sceptics vs dreamers, risk managers vs all-iners ... watch below :
Fred Dionne
- Dec 12, 2022
- 1 min
$350 billion blow to Retail Investors
Investment portfolios belonging to retail traders suffered a $350 billion blow this year as big bets on risky stocks and former...
Fred Dionne
- Dec 5, 2022
- 1 min
Could a Rise in U.S. Dollars Trigger the Next Global Financial Crisis?
The Bank of International Settlement just released a shocking report on $80 trillion-plus in outstanding obligations (unrecorded on...
Fred Dionne
- Nov 14, 2022
- 1 min
Lessons From Volcker's Inflation Fight
Volcker is remembered today as having the courage to run tight enough policy to break the back of inflation. That is a far too simple...
Fred Dionne
- Nov 2, 2022
- 1 min
Near the War Stage - Ray Dalio
Was the war in Ukraine just the warning sign? Dalio: To be clear, when I say that I believe we are on the brink of civil and/or...
Fred Dionne
- Oct 27, 2022
- 1 min
Secular and Cyclical Trends
Executive Summary The economy has long-term (secular) trends and shorter-term (cyclical) trends. Secular trends are slow-moving and are...
Fred Dionne
- Oct 25, 2022
- 1 min
"This is a Quantum Shift"
Famous macro economist Muriel Roubini, who predicted the 2008 financial crisis, talks about his new book and reviews the systemic risks...
Fred Dionne
- Oct 24, 2022
- 1 min
The Impact of the Great China Deleveraging
Over time, we expect a significant macroeconomic impact from China's commitment to financial deleveraging. First, for a large economy...
Fred Dionne
- Oct 24, 2022
- 1 min
Troubles Ahead for the 60-40 Portfolio
"It is pertinent to note that since 1984, markets have spent 65% of their time pricing in falling inflation— an environment beneficial to...
Fred Dionne
- Oct 14, 2022
- 1 min
Preparing for Stagflation
In this post, Prometheus Research highlights key data on expected rates of returns in regimes of inflation and stagflation. A must read....
Fred Dionne
- Oct 14, 2022
- 1 min
Dalio's Bible on Big Macro Cycles
This is THE paper of reference to understand Big Debt Cycles and boom and bust cycles. Famous Bridgewater founder, Ray Dalio, has written...
Fred Dionne
- Oct 14, 2022
- 1 min
Raoul Pal Explains his Macro Framework
Raoul Pal from RealVision explains his own Macro Framework with a lot of history to look at.
Fred Dionne
- Oct 14, 2022
- 1 min
Strong Winds Ahead
In this video, famous hedge fund manager, Stanley Drukenmiller, explains how the servicing of public debt will reach dangerous levels as...
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