Death, Taxes and QE
There are three certainties in life: death, taxes, and a Fed put.
Deep insight and actionable commentary into financial markets, including equities, Treasuries, repurchase agreements, and FX. We offer two resources, and both will be free for the foreseeable future.
About
Coming soon…
Our Resources
Asset Strategies — Free
Our asset strategies page includes:
Long/Short Equity Portfolio
Volatility & new dispersion strategies
This will remain free until it can bring an outsized performance record (returns that are multiples of beta).
Dollar Funding — Free
This resource includes a monthly or bimonthly publication that seeks to build upon itself without leading its component ideas astray:
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Will remain completely free until it can get a hit rate of above 50% (excellent and far above the average for contrarian macro).
