Palm Holdings

Tag: economy

  • A Decade of Compression

    A Decade of Compression

    —

    by

    rave
    in

    For the purposes of this article, a long-term triple sell-off refers not to net selling of US triple assets (dollars, stocks, bonds) but a slowdown/pullback in net buying of said assets; decade of compression refers to the belief the next 10 years will be characterised by weakened real equity market returns vis-à-vis the prior 10%…

  • American Foreign Policy

    American Foreign Policy

    —

    by

    rave
    in

    The world today is marked by elements of International Realism as we head into a decade of great power rivalries. As the dominant chaperone of the rules-based, international liberalistic world order, the US has seen increased proliferation in isolationist sentiments in much of the past decade, spurred by missteps in theatres across the world that…

  • Thoughts in Uptober

    Thoughts in Uptober

    —

    by

    rave
    in

    As one can probably tell by now, I’ve been rather annoyed by constant market mispricings of rate cut expectations and retail getting ahead of themselves trying to get the money printer going “brrr” as fast as possible. Is it just me, or do those with no stake in the markets, i.e. the non-traders, the ones…