Macroeconomic

We have seen the second sizeable sell-off this year. The SP500 has dropped -7.80% in October (so far), not quite matching the fall of -11.8% in Jan-Feb 2018. The...

With markets pulling back over the past few weeks, many investors are wondering whether this is the beginnings of a bear market. Today I wanted to discuss these trends...

If you were to analyse every major debt crisis in the world over the last 100 years, what would you learn? What patterns would emerge? Well Ray Dalio, the founder of...