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How to Hedge a Hidden Credit Crisis (Before the Rest of Wall Street Admits It’s Real)
What Is Private Credit and Why Should You Care?
Peregrine
May 162 min read
Why the City of London Should Go the Way of the Colombo Stock Exchange (and Why That’s Not a Bad Thing)
Satirical op-ed. Even market guys need a laugh now n again...
Peregrine
May 72 min read
Why the U.S. Dollar Is Falling — And Why It’s No Accident
How Trump-era strategists may be using a weaker USD to pressure global currencies and supply chains
Peregrine
May 62 min read
Peregrine
May 62 min read
Why the 10-2 Treasury Spread Peak Signals Opportunity
The Yield Curve and the Fear Trade
Peregrine
May 62 min read
The Hidden Truth Behind “Private Portfolios”: What Every Investor Should Know
What Every Investor Should Know
Peregrine
May 61 min read
China Love Gone Sour: Big Brands, Big Bets, Bigger Faceplants
China Love Gone Sour
Peregrine
May 52 min read
The Invisible EU Civil War — and Why It Makes the USD King Part 2/2
The Invisible EU Civil War
Peregrine
May 52 min read
No, the USD Isn’t Doomed — And the Euro Won’t Replace It Part 1/2
Why the USD Isn’t Doomed
Peregrine
May 42 min read
Summarizing Factset's earnings projections, and my take.
What the Market Whispered (and Yelled)
Peregrine
May 24 min read
Why U.S. Consumer Sentiment is a Harbinger for Gold Prices
Sentiment as a Precursor, Not Just a Companion
Peregrine
Apr 282 min read
Why Today’s Zweig Breadth Thrust Isn’t What It Used to Be
Sector leadership after zweig thrust
Peregrine
Apr 272 min read
Only Fools Outsource Survival
Mahathir Had the Balls. The Rest Still Renting Their Backbone.
Peregrine
Apr 212 min read
Trump’s Tariffs Aren’t Crazy. They’re a Reshoring-Robot Goldmine.
Econopolitics, Automation, and the Real Agenda Behind the Madness
Peregrine
Apr 212 min read
The First Fed Chair With Cojones in 20 Years: Why Powell Deserves Some Damn Respect
Let’s call it what it is: Jerome Powell is the first Federal Reserve Chair in two decades who’s had the spine to stare down Wall Street...
Peregrine
Apr 172 min read
Trump’s Real Art of the Deal: Blow Everything Up. See What Breaks. Take What Doesn’t.
Blow Everything Up. See What Breaks. Take What Doesn’t.
Peregrine
Apr 132 min read
FAFO day, and it's effects.
Reciprocity Isn’t Retaliation—It’s Rehabilitation
Peregrine
Apr 133 min read
You Are the Market — Why Everyday Investors Hold the Real Power
Your money is the market.
Peregrine
Apr 111 min read
The Ridiculous Basis Trade: How Hedge Funds and Their Billionaire Clients Are Playing the Fool’s Game
In the glitzy world of hedge funds and ultra-high-net-worth individuals (UHNWI), one trade has quietly become the poster child for absurd...
Peregrine
Apr 113 min read
Why Traditional Bank Advisors May Not Prioritize Your Financial Interests
How to Make Better-Informed Choices
Peregrine
Apr 112 min read
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