October 4, 2022
The Algebris Bullet | Back to the Future
Download The dollar is our currency, but it’s your problem. John Connally, US Treasury Secretary, 1971 Until the end of...
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July 25, 2022
The Algebris Bullet | Fight Your Fear
Download When you see light at the end of the tunnel, it’s too late to buy. Sir John Templeton When...
Lesen Sie weiterJune 7, 2022
The Algebris Bullet | Dip Your Toes
Download The scars of others should teach us caution. St. Jerome The longer the party, the worse the hangover. The old adage...
Lesen Sie weiterApril 12, 2022
The Algebris Bullet | Wartime Economics
Download It’s a victory when the weapons fall silent and people speak up. Volodymyr Zelensky In history, wars have been...
Lesen Sie weiterJanuary 26, 2022
The Silver Bullet | When the Music Stops
Download Tonight, some investors in bitcoin remind me of a ruined gambler who, standing outside the casino at midnight, just...
Lesen Sie weiterNovember 8, 2021
The Silver Bullet | Pixie Dust
Download “All you need is faith, trust, and a little pixie dust.” – Peter Pan If you are a bond...
Lesen Sie weiterSeptember 2, 2021
The Silver Bullet | China’s Long-Term Game
Download “This guy wants to tell me we’re living in a community? Don’t make me laugh! I’m livin’ in America,...
Lesen Sie weiterJuly 2, 2021
The Silver Bullet | Last Dance in Paradise City
“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing,...
Lesen Sie weiterMay 5, 2021
The Silver Bullet | Dog Money
Inflation’s higher than your bond ratesThat’s what I was fearingSo your savings accountIs slowly disappearing Dogecoin Rap, Remy, 2021 One...
Lesen Sie weiterMarch 16, 2021
The Silver Bullet | A World Without Safe Havens
You say you want a revolutionWell, you knowWe all want to change the worldYou tell me that it’s evolutionWell, you...
Lesen Sie weiterFebruary 4, 2021
The Silver Bullet | Brave New World
The pandemic has put humanity at a crossroads. One way leads to a more sustainable economy where the gains from...
Lesen Sie weiterDecember 2, 2020
The Silver Bullet | The New Bond Vigilantes
Policymakers are hitting Covid with a triple punch: the upcoming vaccine, super-low interest rates and record-high fiscal stimulus. Risk assets...
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