2021 Year-End Letter and Market Outlook 2022: The great reset of the global economy. The pandemic-ridden year of 2020 was followed by yet another unusual investment year.

6 January 2022

Inflation vs. Inflation Expectations: It is difficult to make predictions – particularly about the future

29 November 2021

Financial Repression: Inflation overshoots as central banks continue to buy bonds

1 November 2021

Bad news out of China: The market expects a low chance of contagion risk from Chinese real estate

29 September 2021

US inflation likely to have peaked: July US consumer prices rose 5.4%, same level as in June

23 August 2021