(949) 706-7777
  • Giraffe background

Archive for Month: May 2016

Positioning For The Coming Capitulation

When I scan the market for “distortions”, nowhere is the situation more odd from a historical context than in the level of global yields.  Indeed much has happened that was unforeseen, even unimaginable a few years ago. Many sovereign yield curves (and even corporate bonds in many countries) are negative, […]