Global Melt-Ups & Meltdowns

(1) Investments 101. (2) Don’t fight them, join them. (3) Transmission mechanisms: wealth effect and currency depreciation. (4) Melt-ups in assets and meltdowns in currencies and commodities. (5) Soaring dollar is equivalent to Fed rate hike, and reduces odds of monetary normalization. (6) Will FOMC statement delete “patient” or change it to “patient pace”? (7) The Age of Central Banks. (8) Breath-taking moves in financial, currency, and commodity markets. (9) Draghi’s latest pledge. (10) If Fed goes for “one-and-done” due to soaring dollar, look for melt-ups in US stocks and bonds. (11) “Foxcatcher” (-).