Canada’s Bond Market Has a New Buyer: Hedge Funds With Borrowed Money

Canada’s Bond Market Has a New Buyer: Hedge Funds With Borrowed Money

When “financial stability” starts sounding like a margin call There is a certain elegance to modern finance. Governments borrow more money, dealers run out of balance sheet, and hedge funds arrive to save the day — with leverage, repo financing, basis trades, and just enough opacity to make everyone at the central bank start speaking … Read more

The End of an Era: US Treasury Bonds Collapse Signals Transition to Treasury Certificates

Treasury Bonds Collapse Signals Transition to Treasury Certificates

In a seismic shift that reverberates through financial markets, US Treasury bond prices are collapsing, while yields soar to multi-year highs. This development marks a significant inflection point in the trajectory of the global financial system, signaling the imminent end of the Federal Reserve system as we know it. In this blog post, we delve … Read more

Investing Across Borders: A Guide to the Most Stable and Liquid Bonds for Offshore Investors

Guide to the Most Stable and Liquid Bonds for Offshore Investors

Investing in bonds can be a strategic move for offshore investors seeking stability and liquidity. In this blog post, we’ll explore what makes a bond stable and liquid, and highlight some of the most promising options for offshore investment. Understanding Stability and Liquidity in Bonds Before diving into specific bonds, it’s crucial to understand what … Read more

End of the bear market in gold?

Q: Do you use fractal geometry? Could you update us on the wave pattern recognition you’re looking for to verify the end of the bear market in gold? Do you look at volume, momentum indicators, gaps, moving averages, etc.? A: I look at all of that, but none of it is controlling. Wave pattern recognition … Read more