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Olduvai III: Catacylsm
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The Market Is “Pulling Forward End-Of-Cycle Timing” – Nomura Warns of Shift To “Risk-Negative Mindset”

The Market Is “Pulling Forward End-Of-Cycle Timing” – Nomura Warns of Shift To “Risk-Negative Mindset” With global investors desperately searching for a narrative to explain “what changed” as the calendar flipped a page to exuberant September to awful October, we suspect the realization of the fact that global central bank balance sheets are contracting and […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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