I was reminded of this question earlier in the week when Jamie Dimon, the CEO of JP Morgan Chase, announced that the value of bitcoin is going to zero. Investors take notice when the CEO of the largest bank in the United States makes a prediction concerning the future value of an asset. Bitcoin / Read More
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Harnessing Climate Change with a Trend Following Hedge
With the recent bout of devastating weather events including drought, frost, fires, flooding and heat, we are reminded of the potential for more frequent and extreme climate variability in the years ahead. Market dislocations due to weather have the potential to occur more frequently and more severely, impacting food prices around the globe. While much attention Read More
View from Crystal Bay: Taking on Inflation, Then and Now
The scepter of inflation is haunting the land. It remains to be seen whether it’s only Casper the Ghost, good for scaring small children, or whether we’re dealing with a full blown Poltergeist. We will have our answer soon enough. But it’s not too early to ask ourselves what should we do if relevant authorities Read More
Well, this is a bull market, you know!
Here in the summer months, markets have reacted negatively to the global increase in cases of the Delta variant and the challenges in getting larger swaths of the US population vaccinated against the virus. The market sold off swiftly last week only to recover the losses over the last few days. Newspaper headlines couldn’t resist Read More
From the Trading Desk: Commodities’ Inflationary Outlook
Uncertainty and fear of higher-than-expected inflation have been on investors’ minds for the past few weeks. Last week it was announced that the Consumer Price Index (CPI) rose more than 5% year over year, amounting to its biggest increase since 2008. Stocks in the U.S. did not respond in line with CPI figures however, considering Read More