Home » Posts tagged 'Fasanara Capital'

Tag Archives: Fasanara Capital

Olduvai
Click on image to purchase

Content

Olduvai III: Catacylsm
Click on image to purchase

Post categories

Post Archives by Category

History Being Made: Negative Rates, Fake Markets, & The Imminent “Daily Liquidity” Crisis

History Being Made: Negative Rates, Fake Markets, & The Imminent “Daily Liquidity” Crisis Transformational  Markets: History Being Made​​ No-Bond World And The Risk Of A Daily Liquidity Crisis Rates hit new lows this month. Symbolically, the 50-year swap rate in Europe dived into negative territory. Bonds as an asset class are in extinction, a major […]

Continue Reading →

A Glimpse At 2019​​

A Glimpse At 2019​​ Markets In Critical Transformation, Chaotic Behaviour Has Just Began. Our inability as market participants to properly frame market fragility and the inherent vulnerability of the financial system makes a market crash more likely, as it helps Systemic Risk go unattended and build further up. For the first time in a while, […]

Continue Reading →

“The Market Is On The Edge Of Chaos, A Zone Where Rare Events Become Typical”

“The Market Is On The Edge Of Chaos, A Zone Where Rare Events Become Typical”  According to Fasanara Capital, which has long argued  that the market’s systemic fragility is approaching its breaking point, markets stand at a critical juncture, ready to snap, as the following note from Fasanara’s Francesco Filia lays out. * * * […]

Continue Reading →

Measuring The Equity Bubble – “You Are Here”

Measuring The Equity Bubble – “You Are Here” On best revisions for GDP and earnings in 2018 after Tax reform, the S&P is now less expensive than before, at just 57% above historical average… In this brief note, we wanted to update our value indicator for the S&P, after the steep consensus upgrades to US earnings and […]

Continue Reading →

Olduvai IV: Courage
Click on image to read excerpts

Olduvai II: Exodus
Click on image to purchase

Click on image to purchase @ FriesenPress