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Robert Armstrong dissects the most important market trends and discusses how Wall Street's best minds respond to them. Sign up here to get the newsletter sent straight to your inbox every weekday.
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And more views on the dollar
The currency as pressure valve
And Basel says no to crypto
A hedge, but not necessarily an inflation hedge
Is a huge rally coming?
And the mystery of office real estate
And yet more about US housing
Is all reason dead?
And are we selling duration, or speculation?
Also: is Amazon a bargain?
Plus more thoughts on housing
And thinking about stocks in cash terms
Or is it a lottery ticket?
And good riddance to cold calling
Also: yes, QE does too put money in the public’s hands
Also bitcoin replies and housing prices
The rising price was never proof that the technology works
And why doesn’t Warren Buffett like Wells?
What works when valuations are high
Wild week after inflation scare is a precursor of things to come for investors
Mike Mackenzie’s daily analysis of what’s moving global markets