Sorry friends I have to close the blog for now due to personal circumstances. Maybe one day in the future it will pop up again. It has been fun reading the tea-leaves of RE, and then some, for the last few years.
Wish you all health and success whichever side of the fence you are on.
Everybody was umbrella fighting... - In my last two posts, I highlighted the rising tail-risk from the protests in Hong Kong (see The Big Kahuna Korrection, or buy Yom Kippur? and HK tail-risk...
18 hours ago