Three weeks in February
By: Timothy WarringtonRecent shifts in global dynamics, particularly regarding America's stance on Russia and Ukraine, have sent shockwaves through markets and prompted many ...
Plus ça change, plus c’est la même chose
By: Timothy WarringtonThe year 2024 will be recorded as another good year for equities – 56 new all-time-highs in the S&P alone – but with half of returns driven by valuation ...