Alex Barrow's Contributions

Regime Shift: What Trump Means for Markets

Ray Dalio, the founder of Bridgewater (world’s largest and most successful hedge fund) wrote a note this week that is worth reading in full. Ray thinks Trump’s election means we’ll “have a profound president-led ideological shift that is of a magnitude...

The Global Bond Bubble Is Ready to Burst

When Ray Dalio speaks, you should listen. He’s been pulling money consistently from the markets over the last 30 years and has a long record of being right. There is now more than $13 trillion — that’s trillion with a “T” — of global debt...

The Macro Picture Is at a Complete Crossroads

Macro is at a crossroads. No one scenario “has” to happen. The macro picture (economy & market) can go in many different directions from here. Which direction is dependent on a number of black boxes that we simply can’t see into.

Expect Higher Correlations and Volatility in This Fed Manipulated Market

We’re trading in some truly interesting times. Check out the index below from Credit Suisse depicting contagion risk across global markets and asset classes. It’s now showing that global markets and assets are at their highest correlation...

Marxist Bubbles and Taleb’s Turkey: It’s Going to Be an Awkward Thanksgiving

Over a third and growing quickly. That’s the share of the market that’s now comprised of blind sheep passive indexers. That much passive money is nothing to sneeze at. Call me old-fashioned, but I was originally led to believe that...

What the New SEC Money Market Fund Regulations Mean for the Financial System

Things could get real interesting in the next few months. On Oct. 17th a new SEC rule finally comes into play that will affect money market funds and liquidity across the financial sphere. There’s potential for some really big...

Spread Thin — How the Fed Manipulates Financial Spreads

We’ve all heard the constant chorus of central bank bashing. The ridicule comes from a diverse crowd, ranging from retail Joe Schmoes to prominent hedge fund managers… and I admit, Fed economists make for easy targets.

A Sober Look at the Cryptocurrencies Bitcoin and Ethereum

One of our more profitable trades this year was in the cryptocurrency Bitcoin. We caught it breaking out of a long term triangle pattern and rode it to the very top of its trend. We then successfully exited our position right before Bitcoin began...

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