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Chart created by ChatGPT https://www.clausvistesen.com/alphasources-blog/2025/1/19/things-to-think-about-9-a-millennials-manifesto-audio-neoliberalism-the monthly 0.5 2025-01-25 https://www.clausvistesen.com/alphasources-blog/2025/1/12/is-global-inflation-reaccelerating monthly 0.5 2025-01-13 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/faee0cd0-272b-4f67-a9f9-af9cfb2f6ea6/Global+inflation+1.jpg Alpha.Sources - Is global inflation (re)accelerating? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/625b7885-8b8e-4884-9e38-f06408533d90/Global+inflation+2nd+deriv.jpg Alpha.Sources - Is global inflation (re)accelerating? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/21e98ca7-1df6-4b59-afed-a71126a0382f/Global+inflation+survey.jpg Alpha.Sources - Is global inflation (re)accelerating? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/ca80612b-7b74-4b6c-bc31-25bcfcccfd7c/Global+inflation+2.jpg Alpha.Sources - Is global inflation (re)accelerating? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/6d0e5e16-77a4-41cd-9096-9b54f55cc58d/Yields+2.jpg Alpha.Sources - Is global inflation (re)accelerating? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/29e171d4-8e21-4d8b-ba16-3c02d63e7087/Yields+10.jpg Alpha.Sources - Is global inflation (re)accelerating? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2025/1/2/a-millennials-manifesto monthly 0.5 2025-01-05 https://www.clausvistesen.com/alphasources-blog/2024/12/20/anewfeudalism monthly 0.5 2025-01-02 https://www.clausvistesen.com/alphasources-blog/2024/12/7/what-is-substack-for monthly 0.5 2024-12-07 https://www.clausvistesen.com/alphasources-blog/2024/11/17/things-to-think-about-8-trump-us-imports-from-china-and-the-culture-wars monthly 0.5 2024-11-23 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/e1385f68-2f8f-4187-974c-d9abe899d249/Screenshot+2024-11-18+at+14.38.58.png Alpha.Sources - Things to think about #8 - Mr. Trump, US imports from China and Cultural Wars - Make it stand out St Louis Fed, September 2024 https://www.clausvistesen.com/alphasources-blog/2024/10/26/alookatthebrightside monthly 0.5 2024-10-28 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/510df44e-351e-40ab-bd59-a08f53ce5186/Global+LEIs+2.jpg Alpha.Sources - A look at the bright side - Make it stand out A textbook upturn in leading indicators https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/2f2d8c8b-6654-4ab4-a421-ced6568e1c96/LEI+1.jpg Alpha.Sources - A look at the bright side - Make it stand out Looking solid https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/48d5ecd2-0aea-4669-a5bb-b71bcacdf4d6/LEI+3.jpg Alpha.Sources - A look at the bright side - Make it stand out Global monetary policy is easing https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/d7401d81-b638-4038-beb4-65122e00a244/inflation.jpg Alpha.Sources - A look at the bright side - Make it stand out Inflation is coming down, rapidly https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/27118af3-f3e8-455f-89ef-227ac8e1b4c6/yield+curve.jpg Alpha.Sources - A look at the bright side - Make it stand out The “un-inversion” continues https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/5dc67193-43da-4ea7-a771-a335ba303337/2y.jpg Alpha.Sources - A look at the bright side - Make it stand out Front-end yields have softened… https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/740f24da-400d-474f-8511-a6e00aa1e873/10y.jpg Alpha.Sources - A look at the bright side - Make it stand out …but long-term yields have firmed, a tad https://www.clausvistesen.com/alphasources-blog/2024/10/20/audio-essay-the-demographic-transition monthly 0.5 2024-10-26 https://www.clausvistesen.com/alphasources-blog/2024/10/11/things-to-think-about-7 monthly 0.5 2024-10-13 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/a6577272-8eb6-4558-baac-c4acff841cdb/Screenshot+2024-10-12+at+16.04.15.png Alpha.Sources - Things to think about #7 - Glenn Loury, Life History Theory, LatAm fertility and Substack economics - Make it stand out Figure 7. P. 16 in “Twin Peaks: The Emergence of Bimodal Fertility Profiles in Latin America”, Vienna Institute of Demography Working Papers, No. 10/2017 https://www.clausvistesen.com/alphasources-blog/2024/9/14/the-fertility-wars-audio-essay monthly 0.5 2024-09-15 https://www.clausvistesen.com/alphasources-blog/2024/9/7/things-to-think-about-6-an-irish-murder-mystery-global-fertility-armas-and-fiscal-dominance monthly 0.5 2024-09-09 https://www.clausvistesen.com/alphasources-blog/2024/8/10/the-fertility-wars monthly 0.5 2024-08-31 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/0c7cbc18-9514-4a8c-9e7a-5712ff580b82/DALL%C2%B7E+2024-08-31+16.07.37+-+A+minimalist+painting+depicting+a+%27fertility+wars%27+scenario+where+two+sides+battle+over+whether+falling+birth+rates+are+desirable+or+not.+On+one+side%2C+copy.jpg Alpha.Sources - The fertility wars - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2024/8/4/all-change monthly 0.5 2024-08-04 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/a14cabdc-828b-4cbd-ad99-58a3cdf00dd1/Global+inflation.jpg Alpha.Sources - All Change? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/793911dd-0d4c-4902-927d-7eed42c8a713/Inflation+surveys.jpg Alpha.Sources - All Change? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/de0b04e8-2f0a-4907-8337-ebb615ae90e2/China+and+commodities.jpg Alpha.Sources - All Change? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/ed0a3f0a-1517-4032-806a-011e3bd058d4/LEIs.png Alpha.Sources - All Change? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/15172297-724e-40be-aba1-99ecca7c158c/LEIs+v+rates.jpg Alpha.Sources - 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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/8b124579-8f6b-47ca-8d45-74e1f5997ade/Screenshot+2024-06-02+at+18.21.04.png Alpha.Sources - Portfolio optimization with US large cap equity sectors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/b591aa9b-04c0-4be4-828c-d93959f6b8a6/Screenshot+2024-06-02+at+11.43.17.png Alpha.Sources - Portfolio optimization with US large cap equity sectors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2024/5/19/things-to-think-about-3 monthly 0.5 2024-05-27 https://www.clausvistesen.com/alphasources-blog/2024/4/27/things-to-think-about-2 monthly 0.5 2024-05-27 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/a185f48c-19a1-4ad5-bf6c-4334d2145c83/cyclcial.jpg Alpha.Sources - Things to think about #2 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2024/4/27/some-quant-work-on-global-cyclicality-and-equities-wonkish monthly 0.5 2024-06-01 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/d06ecec6-a6bc-4bb6-98c4-38ca6500b610/Equity+v+OECD+LEI.png Alpha.Sources - Some quant work on global cyclicality and equities (Wonkish) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/470fea6f-d4cf-406f-8a80-e054535d8e97/Equity+v+PMI.jpg Alpha.Sources - Some quant work on global cyclicality and equities (Wonkish) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/9870b932-931d-451f-aaed-9e8f8593bced/Equity+v+CPB.jpg Alpha.Sources - 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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/fa377fed-dd0b-4dd9-bf25-9a8db7a1fbe1/Signal+1.jpg Alpha.Sources - Some quant work on global cyclicality and equities (Wonkish) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/32d37c2b-4910-4e47-88de-51bec340434f/Cyclical+signals2.jpg Alpha.Sources - Some quant work on global cyclicality and equities (Wonkish) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2024/4/17/things-to-think-about-1 monthly 0.5 2024-04-20 https://www.clausvistesen.com/alphasources-blog/2024/4/6/in-the-pipe-five-by-five monthly 0.5 2024-04-07 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/453c7a8e-49f4-47ac-b5be-282594ffde86/LEIs.jpg Alpha.Sources - In the Pipe, Five-by-Five - Make it stand out Better, but still fragile https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/f921c04e-fb07-40aa-b7b0-a0bda9d25757/Global+policy+rates.jpg Alpha.Sources - In the Pipe, Five-by-Five - Make it stand out Global monetary policy has shifted https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/d2d8d88a-869e-43fa-8f47-0e1df3ad25e8/OECD+CPI.jpg Alpha.Sources - In the Pipe, Five-by-Five - Make it stand out Still coming down? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/722c88c8-39be-4927-b3cd-ad5334b1abbe/OECD+CPI+2.jpg Alpha.Sources - In the Pipe, Five-by-Five - Make it stand out Inflation has further to fall https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/97d0c14c-d90b-482f-8da2-f6f1199c736c/Commodities+and+CHina+PPI.jpg Alpha.Sources - In the Pipe, Five-by-Five - Make it stand out One to watch for the rest of 2024 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/3a7c58b7-d651-4300-b26c-0d930fbc8d66/Global+2y.jpg Alpha.Sources - In the Pipe, Five-by-Five - Make it stand out Still off their highs https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/d07e4b97-7631-4a0d-bba5-643c286e6488/Futures+rates.jpg Alpha.Sources - In the Pipe, Five-by-Five - Make it stand out Futures are pricing a soft landing https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/8b18c7b6-c8f3-4f3c-971b-ba4f635b2790/Move+v+bear+steepeners.jpg Alpha.Sources - In the Pipe, Five-by-Five - Make it stand out Fixed income volatility is breaking lower… https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/456cddd2-1a57-4c22-9d87-611d8d9d76b9/VIX.jpg Alpha.Sources - In the Pipe, Five-by-Five - Make it stand out …pulled lower by low equity vol? https://www.clausvistesen.com/alphasources-blog/2024/3/29/iiea-talks-a-discussion-about-the-decline-in-global-fertility-and-population-ageing monthly 0.5 2024-03-29 https://www.clausvistesen.com/alphasources-blog/2024/3/23/the-boj-jpy-and-some-new-predictions-on-global-fertility monthly 0.5 2024-03-24 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/4b050e32-6548-49b7-95a3-16b7c80666f0/Japan+inflation.jpg Alpha.Sources - The BOJ & JPY and some new predictions on global fertility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/6543e7e0-9fcf-498a-a677-bc8fc57d399c/JPY+1.jpg Alpha.Sources - The BOJ & JPY and some new predictions on global fertility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/efd95cfd-4ace-4765-8ee1-df6d95c5913b/JPY+2.jpg Alpha.Sources - The BOJ & JPY and some new predictions on global fertility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/0ccd11c2-f10d-4a5e-a869-271bc53aa0a6/Screenshot+2024-03-23+at+21.59.56.png Alpha.Sources - The BOJ & JPY and some new predictions on global fertility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/6bf1fa59-c5f2-4ce7-b4c7-83e78b93fe75/Screenshot+2024-03-23+at+22.00.13.png Alpha.Sources - The BOJ & JPY and some new predictions on global fertility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2024/3/12/delayed-gratification-why-are-global-birth-rates-falling-and-does-it-matter monthly 0.5 2024-03-17 https://www.clausvistesen.com/alphasources-blog/2024/2/17/cruising-for-a-bruising monthly 0.5 2024-02-18 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/4a60f6e2-2190-4d87-8c32-7bb8484e86b4/LEI+1.jpg Alpha.Sources - Cruising for a Bruising - Make it stand out The interest rate shock is reversing https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/35c88711-9b89-4930-8c3d-785348e66775/LEI+2.jpg Alpha.Sources - Cruising for a Bruising - Make it stand out Global leading indicators have improved https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/2ee21c55-4bbb-4902-aa1d-37d4abef8427/Vol.jpg Alpha.Sources - Cruising for a Bruising - Make it stand out Low vol begets low vol; buy at your peril https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/c97da6d2-13c5-405a-a821-8b5809a3fc55/Global+equities.jpg Alpha.Sources - Cruising for a Bruising - Make it stand out Not a bad setup https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/309d41b3-9b3c-437d-9843-98b4542463fc/Inflation+1.jpg Alpha.Sources - Cruising for a Bruising - Make it stand out Falling quick enough for rate cuts in Q2? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/b52d4c38-ff21-4b3a-9faf-75fe2e5e8faa/inflation+3.jpg Alpha.Sources - Cruising for a Bruising - Make it stand out Is inflation already rebounding? https://www.clausvistesen.com/alphasources-blog/2024/1/14/the-bis-gets-it-wrong-on-aillm-feminism-amp-reproduction-and-fertility-in-latin-america monthly 0.5 2024-01-15 https://www.clausvistesen.com/alphasources-blog/2023/12/31/stock-market-signals-with-chat-gpt-4 monthly 0.5 2023-12-31 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/225abfac-3942-45da-9806-37fb352c9f87/Screenshot+2023-12-31+at+12.59.09.png Alpha.Sources - Stock market signals with Chat GPT 4 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/29/time-series-regression-analysis-with-chat-gpt4 monthly 0.5 2023-12-29 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/703d12a8-51b4-41d6-b1e9-db59769635e1/New+orders+Germany.jpg Alpha.Sources - Time Series Regression Analysis with Chat GPT4 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/31b927b2-bb3f-4821-8625-ace2e650f13a/Chart+1.png Alpha.Sources - Time Series Regression Analysis with Chat GPT4 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/da6bafd6-0641-4676-9e4b-76858130d63a/Chart+2.png Alpha.Sources - Time Series Regression Analysis with Chat GPT4 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/9089eb89-f351-4984-ad03-830f514c236e/Chart+3.png Alpha.Sources - Time Series Regression Analysis with Chat GPT4 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/79a9f9c4-1d5c-419c-b527-bd39a37a49e9/Chart+4.png Alpha.Sources - Time Series Regression Analysis with Chat GPT4 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/e090bd71-15b2-417f-a384-03c578350748/Chart+5.png Alpha.Sources - Time Series Regression Analysis with Chat GPT4 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/530c6cd6-efb1-46c8-84cd-87700897cc26/Chart+6.png Alpha.Sources - Time Series Regression Analysis with Chat GPT4 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/cbea0d9d-4617-4fe1-8a84-1ca01e843d63/Chart+7.png Alpha.Sources - Time Series Regression Analysis with Chat GPT4 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/7fce5f98-84da-4cab-af03-0827b8b7a882/Chart+8.png Alpha.Sources - Time Series Regression Analysis with Chat GPT4 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/merrychristmas2023 monthly 0.5 2023-12-24 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/b604b981-e302-4ea8-a188-30a0bc32c67e/DALL%C2%B7E+2023-12-12+16.47.05+-+A+cozy+Danish-Canadian+Christmas+market+scene+on+a+frosty+day.+The+market+is+bustling+with+a+diverse+crowd+of+people+wearing+winter+clothing.+Stalls+a.png Alpha.Sources - December 24 - Merry Christmas - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/20/december-23-chat-gpt-4-in-action-on-eurozone-inflation monthly 0.5 2023-12-23 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/abfe0252-154d-4ede-bb26-87c7e31ada4e/Screenshot+2023-12-20+at+15.23.47.png Alpha.Sources - December 23 - Chat GPT 4 in action, on Eurozone inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/ae8cd348-b50e-4c31-be5b-d380520d98b5/Screenshot+2023-12-20+at+15.50.58.png Alpha.Sources - December 23 - Chat GPT 4 in action, on Eurozone inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/13/is-2024-investable monthly 0.5 2024-01-04 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/e85c4c26-d230-47d8-b235-68c61cc36a72/LEI+V+CBP.jpg Alpha.Sources - What to do with high-flying tech at the start of 2024? - Make it stand out Better times ahead for hard data in manufacturing and trade? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/bccd14cf-ba7a-4bf9-a75e-c8110a8d4284/LEI+v+PMI.jpg Alpha.Sources - What to do with high-flying tech at the start of 2024? - Make it stand out Will the global PMI rise further above 50 in Q1? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/8490d9ab-f521-4191-8d73-b82d89279923/PMI+v+Rates.jpg Alpha.Sources - What to do with high-flying tech at the start of 2024? - Make it stand out The global monetary policy cycle is turning https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/a5f204ba-146b-438f-9ec0-9dd4d4e95fb4/EPS+v+LEI.jpg Alpha.Sources - What to do with high-flying tech at the start of 2024? - Make it stand out Earnings expectations can improve further https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/5df37496-0fea-4d80-b982-c47f50835d79/Growth+v+Value+1.jpg Alpha.Sources - What to do with high-flying tech at the start of 2024? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/c1912362-fbeb-4964-bd3a-5eb3d3f5111a/Growth+v+Value+2.jpg Alpha.Sources - What to do with high-flying tech at the start of 2024? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/fb680e99-5ba8-44d8-a5ab-bf8f12db0df9/Screenshot+2023-12-17+at+17.47.11.png Alpha.Sources - What to do with high-flying tech at the start of 2024? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/22/december-22-the-siege-of-sancerre monthly 0.5 2023-12-22 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/55e6157b-ec5b-4d38-9c2b-a5881abdb88b/DALL%C2%B7E+2023-11-25+18.39.48+-+An+impressionist+painting+of+the+medieval+hilltop+village+Sancerre+in+France+under+siege.+Include+trebuchets.+.png Alpha.Sources - December 22 - The Siege of Sancerre - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/21/december-21-echoes-of-obsidian monthly 0.5 2023-12-21 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/9358d6f7-0a75-4e12-9082-ac08d6a15d71/DALL%C2%B7E+2023-12-20+13.44.20+-+A+sketch-style+drawing+of+a+female+detective+wearing+a+coat+and+a+beanie+hat.+The+detective+is+depicted+in+a+standing+pose%2C+exuding+confidence+and+ale.png Alpha.Sources - December 21 - Echoes of Obsidian - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/20/december-20-monsters-want-christmas-presents-too monthly 0.5 2023-12-20 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1c91570e-551d-44ad-9c9d-5bac84682b60/DALL%C2%B7E+2023-11-25+18.14.00+-+A+3D+renter+of+a+cute+white+and+yellow+monster+from+a+magical+fantasy+world.png Alpha.Sources - December 20 - Monsters want Christmas presents too - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/19/xx monthly 0.5 2023-12-19 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/9d207bd0-8fe4-4f6d-91b4-c3a862114245/Rate+expectations.png Alpha.Sources - Policy talk is cheap & we need more power - Make it stand out It looks like a lot of easing in 2024, but is it really? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/62e7efa7-ea08-4e2b-a1b4-8b2dd3335309/Screenshot+2023-12-19+at+16.33.04.png Alpha.Sources - Policy talk is cheap & we need more power - Make it stand out A winner for 2024? https://www.clausvistesen.com/alphasources-blog/2023/11/28/december-19-vespera-7-hits-a-snag monthly 0.5 2023-12-19 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/341d2f5f-e1bc-463a-8e3c-8468803e2e7d/DALL%C2%B7E+2023-11-28+15.41.16+-+%E2%80%9CA+magical+savannah+under+an+ominous+sky+with+planets%2C+digital+art%E2%80%9D.png Alpha.Sources - December 19 - Vespera-7 Hits a Snag - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/18/december-18-the-cimmerian-cloister-scene-one monthly 0.5 2023-12-18 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/39b7e731-fd22-4e22-ab62-8fbb766b7be9/DALL%C2%B7E+2023-11-19+17.25.11.png Alpha.Sources - December 18, The Cimmerian Cloister, Scene One - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/17/december-17-the-cimmerian-cloister monthly 0.5 2023-12-17 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/b5ed8996-4e15-48ff-aa27-c1bf74bba440/DALL%C2%B7E+2023-11-19+17.00.35+-+A+gothic+church+in+a+post-apocalyptic+landscape.png Alpha.Sources - December 17 - The Cimmerian Cloister - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/16/december-16-now-i-am-become-death-the-destroyer-of-worlds monthly 0.5 2023-12-16 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/dd6b770f-5028-4c9e-bbeb-d0017e2dedc3/DALL%C2%B7E+2023-11-18+17.49.15+-+A+giant+celestial+being%2C+digital+art.png Alpha.Sources - December 16 - Now I am become death, the destroyer of worlds - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/11/25/december-15-war-is-coming monthly 0.5 2023-12-15 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/6211eed1-1e9a-413c-8820-baf63947888d/DALL%C2%B7E+2023-11-18+17.56.47.png Alpha.Sources - December 15 - War is Coming - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/15/december-14-vespera-7-travels-further monthly 0.5 2023-12-15 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/4de08360-9e41-46b5-b495-0c2df2b5f3e1/DALL%C2%B7E+2023-11-01+18.33.39+-+%E2%80%9CA+magical+savannah+under+an+ominous+sky+with+planets%2C+digital+art%E2%80%9D.png Alpha.Sources - December 14 - Vespera 7 travels further - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/13/december-13-beans-and-books monthly 0.5 2023-12-13 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/c208b5ee-0df9-4d63-b660-f9dd4e966781/DALL%C2%B7E+2023-11-25+11.27.55+-+a+painting+of+a+cosy+and+quaint+coffee+shop+with+books.png Alpha.Sources - December 13 - Beans and Books - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/11/16/december-12-lima-nightshade monthly 0.5 2023-12-12 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/0110e508-5bcd-4a88-8586-38da8c3aca9a/DALL%C2%B7E+2023-10-31+21.07.34.png Alpha.Sources - December 12 - Lima Nightshade - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/11/december-11-the-strawberry-surfer monthly 0.5 2023-12-11 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/78985b7b-3b12-4962-8155-0ece156e5e03/DALL%C2%B7E+2023-10-29+11.05.10+-+A+surfer+surfing+a+sea+of+strawberries.png Alpha.Sources - December 11 - The Strawberry Surfer - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/7/is-a-soft-landing-in-the-bag monthly 0.5 2023-12-10 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/21acfef8-e805-4917-9a17-9d625093155b/Inflation+1.jpg Alpha.Sources - Is a soft landing in the bag? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/751c901f-ba9a-48c7-8078-b349cb5f65e1/Inflation+2.jpg Alpha.Sources - Is a soft landing in the bag? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/25e6c0a2-0ef0-4cc1-8c53-3b9b4146e015/Screenshot+2023-10-15+at+12.35.14.png Alpha.Sources - Is a soft landing in the bag? - Make it stand out Will we settle at point D? Or do we need to move to point A https://www.clausvistesen.com/alphasources-blog/2023/12/10/december-10-a-mediterranean-serenity monthly 0.5 2023-12-10 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/a92524d7-e822-4d9d-8941-f56cb7660064/DALL%C2%B7E+2023-10-29+10.13.42+-+An+impressionist+painting+of+a+balcony+in+a+city+by+the+seaside.png Alpha.Sources - December 10 - A Mediterranean Serenity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/9/december-9-dizzy-the-dragon monthly 0.5 2023-12-09 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/8d06ff71-0cc0-4fe9-be9d-a85a84e8e95c/DALL%C2%B7E+2023-10-29+11.56.26.png Alpha.Sources - December 9 - Dizzy the Dragon - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/8/december-8-vespera-7-calls-home monthly 0.5 2023-12-08 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/d583e9a9-67f0-4007-ba7a-f8774c0a700d/DALL%C2%B7E+2023-10-29+10.20.22.png Alpha.Sources - December 8 - Vespera-7 calls home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/7/december-7-yimbys-and-the-english-countryside monthly 0.5 2023-12-07 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/f7a562da-fa3c-40c3-80bb-047d5d8e15c7/DALL%C2%B7E+2023-10-26+18.16.50+-+A+turner+painting+of+a+beautiful+picturesque+english+country+side.png Alpha.Sources - December 7 - YIMBYs and the English Countryside - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/5/the-case-for-reading-old-economists-and-the-elephant-in-the-room-in-em-equities monthly 0.5 2023-12-06 https://www.clausvistesen.com/alphasources-blog/2023/12/6/december-6-nimbys-and-the-english-countryside monthly 0.5 2023-12-06 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/afb5c33c-d44e-4649-95b3-58ce6649a776/DALL%C2%B7E+2023-10-30+17.31.20.png Alpha.Sources - December 6 - NIMBYs and the English Countryside - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/10/28/december-5-how-do-you-wire-co2-scrubbers-on-mars monthly 0.5 2023-12-05 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/f95ab66c-9761-467d-b8bd-0c177d2471a7/DALL%C2%B7E+2023-10-26+18.22.59+-+two+robots+arguing%2C+digital+art.png Alpha.Sources - December 5 - How do you wire CO2 scrubbers on Mars? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/10/28/december-4-a-dying-star monthly 0.5 2023-12-04 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/66f4f7f1-c212-4c6a-9548-aab5d20d1efb/DALL%C2%B7E+2023-10-26+18.23.41+-+a+super+nova+in+a+complex+solar+system%2C+digital+art.png Alpha.Sources - December 4 - A dying star - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/12/3/december-3-intergalactic-war monthly 0.5 2023-12-03 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1dec2a71-2023-4aa5-b7ae-043cbf6251d4/DALL%C2%B7E+2023-10-26+18.24.30+-+An+interstellar+space+ship+battle%2C+digital+art.png Alpha.Sources - December 3 - Intergalactic war - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/10/28/december-2-meet-grungo monthly 0.5 2023-12-02 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/db0af66c-70d1-4361-9ef7-5032357a57cb/DALL%C2%B7E+2023-10-25+09.00.57+-+ancient+tribal+warrior+that+has+been+transported+to+modern+times+and+has+joined+a+biker+gang+as+a+real+life+photograph.png Alpha.Sources - December 2 - Meet Grungo - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/10/28/december-1-the-banshee monthly 0.5 2023-12-06 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/9c879f09-b620-4aec-9f7d-e41b6426ed11/DALL%C2%B7E+2023-10-24+18.41.57+-+a+digital+art+rendering+of+a+banshee+hiding+in+forest.png Alpha.Sources - December 1 - The Banshee - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/11/26/the-2023-alpha-sources-ai-advent-calendar monthly 0.5 2023-11-30 https://www.clausvistesen.com/alphasources-blog/2023/10/22/the-great-bear-steepening monthly 0.5 2023-10-22 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/55efabd8-1a4a-4995-8d0d-4872154fca07/Bonds1.jpg Alpha.Sources - The great (bear) steepening - Make it stand out Volcker or the GFC? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/ba350c3e-7ab9-4e56-bde9-eab8ee1c714d/bonds2.jpg Alpha.Sources - The great (bear) steepening - Make it stand out Bond volatility is already elevated, but it can rise further https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/23836a5f-a742-4c80-aa24-0f6eab944f5c/Bonds3.jpg Alpha.Sources - The great (bear) steepening - Make it stand out The calm before the storm? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/058ba09b-1092-4ab0-8436-e3812cacf0d9/Bonds4.jpg Alpha.Sources - The great (bear) steepening - Make it stand out A low sample size, but ominous all the same https://www.clausvistesen.com/alphasources-blog/2023/10/15/geopolitical-risk-returns-in-the-middle-east monthly 0.5 2023-10-15 https://www.clausvistesen.com/alphasources-blog/2023/9/24/the-inflation-and-interest-rate-shocks-are-fading-what-next monthly 0.5 2023-09-24 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/6da67500-f85d-4dfe-b3e2-17a2c7501902/OECD+CPI.jpg Alpha.Sources - The inflation and interest rate shocks are fading; what next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/6c3e77f8-7edc-45be-a20c-7d60305a58ff/PMI+v+rate+cycle.jpg Alpha.Sources - The inflation and interest rate shocks are fading; what next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2021/4/3/the-demographic-transition monthly 0.5 2024-03-17 https://www.clausvistesen.com/alphasources-blog/2023/8/6/japans-disappearing-population monthly 0.5 2023-08-13 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/9fbb2508-a7b5-4f18-a60a-45ee5b29e654/Japan+TFR.jpg Alpha.Sources - Japan's disappearing population - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/560e6c93-7ebf-470c-9fd8-e873b4da9cd7/Japan+2.jpg Alpha.Sources - Japan's disappearing population - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/531b0c75-d343-4c40-941f-358e4468ae63/Screenshot+2023-08-13+at+16.16.48+copy.jpg Alpha.Sources - Japan's disappearing population - Make it stand out Table 3, “Major Japanese government actions aimed at raising fertility”, Retherford and Ogawa (2005), p. 27. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/f5ffbf77-eca0-4656-8278-22e3f4f3eb08/Japan+median+age+1.jpg Alpha.Sources - Japan's disappearing population - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/9e8a2c9a-26dd-4c46-b96b-6033c50e6260/Japan+population.jpg Alpha.Sources - Japan's disappearing population - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/7/23/musings-about-the-euro-and-europes-economy monthly 0.5 2023-07-23 https://www.clausvistesen.com/alphasources-blog/2023/7/22/goldilocks monthly 0.5 2023-07-23 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/592e52ab-6d04-4380-966e-e189b302d68a/Inflation+1.png Alpha.Sources - Goldilocks - Make it stand out The fever has broken https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/33e023f0-a63b-4867-a43a-47feca0bddb6/Inflation+2.jpg Alpha.Sources - Goldilocks - Make it stand out Clear evidence of further disinflation in the surveys https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/6a529517-2bd4-4b2e-92a9-4ca7630df1cc/LEIs.jpg Alpha.Sources - Goldilocks - Make it stand out Downside economic risks have faded https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/06392c35-bb2c-41bb-9c11-d3b262790c90/China+1.jpg Alpha.Sources - Goldilocks - Make it stand out China is cooling; not a bad thing for the global economy https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/25bd7a43-0dbd-4f93-af06-006a2b3b53c6/Screenshot+2023-07-23+at+18.21.23.png Alpha.Sources - Goldilocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/2/7/kinkyeconomicsandfiscalpolicy monthly 0.5 2023-07-02 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/c798ae17-ad54-4327-927d-54beba1bb1b8/Screenshot+2023-07-02+at+17.03.06.png Alpha.Sources - Kinky economics - When must fiscal policy tighten to combat inflation? - Make it stand out Pierpaolo Benigno and Gauti B. Eggertsson (2023), fig 10 https://www.clausvistesen.com/alphasources-blog/2023/6/10/the-burn-from-the-churn monthly 0.5 2023-06-11 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/604fbb7d-4154-4670-ae9a-35a9e2dbcbba/Screenshot+2023-06-10+at+17.34.41.png Alpha.Sources - The burn from the churn - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/5/27/who-needs-babies-in-south-korea-no-oneapparently monthly 0.5 2023-06-04 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/d9103252-d372-4499-ab00-ad510a31a2d3/Korea+tfr.jpg Alpha.Sources - Who needs babies? In South Korea, no one…apparently - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/585fe032-d421-418b-a36e-aa19857fb5a2/South+korea+CFR.jpg Alpha.Sources - Who needs babies? In South Korea, no one…apparently - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.clausvistesen.com/alphasources-blog/2023/5/14/the-looming-downturn-in-capex-evs-and-critical-theory monthly 0.5 2023-05-14 https://www.clausvistesen.com/alphasources-blog/2023/5/7/can-we-pull-off-a-soft-landing monthly 0.5 2023-05-09 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1e990ddb-342d-4916-a2fa-7de7472149da/Screenshot+2023-05-07+at+17.34.49.png Alpha.Sources - Can we pull off a soft landing? - Make it stand out Figure 4 in Benigno and Eggertsson (2023) https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/252201eb-3a17-4f37-965d-9b3513e9f075/Screenshot+2023-05-07+at+17.34.22.png Alpha.Sources - Can we pull off a soft landing? - Make it stand out Figure 10 in Benigno and Eggertsson (2023) https://www.clausvistesen.com/alphasources-blog/2023/4/23/global-fertility-will-fall-below-the-replacement-level-by-the-late-2020s monthly 0.5 2023-04-24 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/29621e4f-95fe-4c18-9cbc-fc0d3d322e94/Global+fertility%2C+5y.jpg Alpha.Sources - Global fertility will soon fall below the replacement level - Make it stand out Chart 01 - Global fertility rate and forecasts, UN 2019 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/6ac4abaf-6f53-4b37-b675-3be5b631b9f1/Global+fertility+1y%2C+UN+2022.jpg Alpha.Sources - Global fertility will soon fall below the replacement level - Make it stand out Chart 02 - Global fertility rate and forecasts, UN 2022 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/3696eda4-0ec9-4295-b9fe-878a6b5e53fa/Countries+with+TFR+below+2+and+1.5.jpg Alpha.Sources - Global fertility will soon fall below the replacement level - Make it stand out Chart 03 - The low 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https://www.clausvistesen.com/alphasources-blog/asyouwere monthly 0.5 2018-10-15 https://www.clausvistesen.com/alphasources-blog/marktomarket17 monthly 0.5 2017-12-10 https://www.clausvistesen.com/alphasources-blog/searchingforanewnarrative monthly 0.5 2017-12-03 https://www.clausvistesen.com/alphasources-blog/euology-for-a-cycle monthly 0.5 2017-11-19 https://www.clausvistesen.com/alphasources-blog/spreadem monthly 0.5 2017-10-29 https://www.clausvistesen.com/alphasources-blog/asifiwasneveraway monthly 0.5 2017-10-15 https://www.clausvistesen.com/alphasources-blog/itsthefertility monthly 0.5 2017-10-01 https://www.clausvistesen.com/alphasources-blog/doesthefedmatter monthly 0.5 2017-09-24 https://www.clausvistesen.com/alphasources-blog/reflationredux monthly 0.5 2017-09-17 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1505637654977-H9FJJRVTVR0SZUK54FM6/Bonds+1.jpg Alpha.Sources - All Aboard the Reflation Train? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1505637695703-SAYAAE9EG8L38FJWHGFR/stock+to+bonds.jpg Alpha.Sources - All Aboard the Reflation Train? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1505637741867-PIFJ9HD77BQKENQRQXZC/bond+flows.jpg Alpha.Sources - All Aboard the Reflation Train? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1505637829264-5YLJNZ9MNYXQ2OI89HFN/yield+curve.jpg Alpha.Sources - All Aboard the Reflation Train? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1505637912496-B1IKR16SKF6HSG1NTLZF/GE.jpg Alpha.Sources - All Aboard the Reflation Train? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1505637953771-WQ7LLOU8CF7Z8SSCN4U2/WFC.jpg Alpha.Sources - All Aboard the Reflation Train? https://www.clausvistesen.com/alphasources-blog/2017/9/6/all-the-bogeymen-are-here monthly 0.5 2017-09-11 https://www.clausvistesen.com/alphasources-blog/2017/9/1/holdingpattern monthly 0.5 2017-09-05 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1504424837714-9ZLP3KDNV3V8O2V6LGGX/unnamed-2.jpg Alpha.Sources - Holding pattern https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1504424895432-30OC5WBHNO6MMFYZ2WV0/unnamed.jpg Alpha.Sources - Holding pattern https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1504424942374-KZPGOIZVN9FHDUXCU03G/unnamed-1.jpg Alpha.Sources - Holding pattern https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1504424995707-2B2385N9F3SSJFZQRK61/unnamed-3.jpg Alpha.Sources - Holding pattern https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1504425039031-G552M8IR33M40JBPS7QM/unnamed-4.jpg Alpha.Sources - Holding pattern https://www.clausvistesen.com/alphasources-blog/2017/8/25/globaliquidity monthly 0.5 2017-08-28 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503902380103-QPVE72P0NOVRAI13YJA5/Screen+Shot+2017-08-23+at+18.03.41.png Alpha.Sources - Is global liquidity now hostile for equities? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503902564019-2X3DLPGIKIAC4RF9LQF9/balance+sheet+1.jpg Alpha.Sources - Is global liquidity now hostile for equities? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503902690186-F2NNOQ3O8PD3LLPQ2KP6/Fed+balance+sheet.jpg Alpha.Sources - Is global liquidity now hostile for equities? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503902805826-XJABACTPDLXWVX638COD/ECB+et+al+balance+sheets.jpg Alpha.Sources - Is global liquidity now hostile for equities? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503902913371-7890E26M3IUHNFP8LVIA/China+FX.jpg Alpha.Sources - Is global liquidity now hostile for equities? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503903113307-BLWP8GOX5LTZ6IR19NPS/China+M1.jpg Alpha.Sources - Is global liquidity now hostile for equities? https://www.clausvistesen.com/alphasources-blog/2017/8/18/plentytoworryabout monthly 0.5 2017-08-20 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503244890029-XYG5D64I896ZNG2MF7IW/LEI+1.jpg Alpha.Sources - Plenty to worry about https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503244930012-FAF5Y7GMRHK4EQDJAC7D/LEI+2.jpg Alpha.Sources - Plenty to worry about https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503244963839-M2PT6WPSE2T4V7YY7TBM/LEI+3.jpg Alpha.Sources - Plenty to worry about https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503244995556-WRD6H9U7R36EWTYVQAC6/LEI+4.jpg Alpha.Sources - Plenty to worry about https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503245027301-YJJBJJGUJCULT3098S00/stock-to-bond+1.jpg Alpha.Sources - Plenty to worry about https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503245061355-F0UVUPF6GJIYCICTPBKK/stock+to+bond+2.jpg Alpha.Sources - Plenty to worry about https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503245122103-QFGKQ3JYUUWK0YWX67E6/Breadth+1.jpg Alpha.Sources - Plenty to worry about https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503245176260-RQBZ9Z0VQZRHIK5C3GUY/breadth+2.jpg Alpha.Sources - Plenty to worry about https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1503245217536-KHQ2XH1N4GWQA7VOLVKN/MSCI+world+valuations.jpg Alpha.Sources - Plenty to worry about https://www.clausvistesen.com/alphasources-blog/emaillists monthly 0.5 2017-08-13 https://www.clausvistesen.com/alphasources-blog/2017/7/21/back-to-basics monthly 0.5 2017-08-13 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500832454124-147SSQT9QDLY8GLI39HM/image-asset.jpeg Alpha.Sources - Back to Basics https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500832490556-EBDV2BU99HR6TM72YZNX/image-asset.jpeg Alpha.Sources - Back to Basics https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500832527119-W2K4NG0KDANF2TL5IKO8/image-asset.jpeg Alpha.Sources - Back to Basics https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500832679728-92K05E572DNQOWEJ4QYH/image-asset.jpeg Alpha.Sources - Back to Basics https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500832781242-SNU18AYCB436B3M1NFKE/image-asset.jpeg Alpha.Sources - Back to Basics https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500832831584-V5EPBT56QNB1QR9L1E8H/image-asset.jpeg Alpha.Sources - Back to Basics https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500832866866-4QCOMJ2QW6485M4A4FJM/image-asset.jpeg Alpha.Sources - Back to Basics https://www.clausvistesen.com/alphasources-blog/2017/7/14/differentime monthly 0.5 2017-07-16 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500199747885-PLH8AH1YDZ05E9QVQBY7/image-asset.jpeg Alpha.Sources - Has this time been different? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500199785727-R7N6NW7Y905RV9JH457U/image-asset.jpeg Alpha.Sources - Has this time been different? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500199816705-1LJTAE0YN9RYLFD4CO3C/chart+3.jpg Alpha.Sources - Has this time been different? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1500200524898-W8XXFM0MKDUC50BWUNK3/image-asset.jpeg Alpha.Sources - Has this time been different? https://www.clausvistesen.com/alphasources-blog/2017/7/7/suboptimal-choices monthly 0.5 2017-07-09 https://www.clausvistesen.com/alphasources-blog/2017/7/1/a-confusing-end-to-the-q2 monthly 0.5 2017-07-02 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1498911419168-W2GXK3ARCACH67TVT1H5/Screen+Shot+2017-06-30+at+16.33.00.png Alpha.Sources - A confusing end to Q2 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1498912580758-B43M8L81XEPJNWXF6CIG/image-asset.jpeg Alpha.Sources - A confusing end to Q2 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1499007164059-NGKM4IUFJF8WNP8JDO5S/global+lei+and+MSCI+WO.jpg Alpha.Sources - A confusing end to Q2 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1499007998699-R6ISIS31XZEAR9CJZPM2/Sectors.jpg Alpha.Sources - A confusing end to Q2 https://www.clausvistesen.com/alphasources-blog/2017/6/23/growth-and-value monthly 0.5 2017-06-25 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1498410559184-0AZZVZ29LCT6TEFLBLPR/HYG.jpg Alpha.Sources - Growth vs value equities: the key to what happens next? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1498410602123-T3Z6NEO6QJAL8YWCMJDA/image-asset.png Alpha.Sources - Growth vs value equities: the key to what happens next? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1498410641579-YZDHYXAUDQW7EWL1EHQE/value+growth+1.jpg Alpha.Sources - Growth vs value equities: the key to what happens next? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1498410688148-4BX7MWEWAE6GAKSDA3OW/value+growth+2.jpg Alpha.Sources - Growth vs value equities: the key to what happens next? https://www.clausvistesen.com/alphasources-blog/2017/6/17/summerlull monthly 0.5 2017-06-18 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1497773667013-RGRIRR2BVUQLG9IRYGDJ/Screen+Shot+2017-06-17+at+19.50.43.png Alpha.Sources - Into the summer lull https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1497773889315-4MHIKK69FTH0EPYT238I/Bond+valuation.jpg Alpha.Sources - Into the summer lull https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1497785238281-M2DA6USERB0IY3WQG5SU/Surprises.jpg Alpha.Sources - Into the summer lull https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1497774051596-IIVVW8OHV1SJ42KPDS5L/Sector+leadership.jpg Alpha.Sources - Into the summer lull https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1497799789364-1YWBDWNCR1NAGIGNIP14/image-asset.jpeg Alpha.Sources - Into the summer lull https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1497799833448-XGH9Z93778IQILS4A9DM/image-asset.jpeg Alpha.Sources - Into the summer lull https://www.clausvistesen.com/alphasources-blog/2017/6/10/bigdecisions monthly 0.5 2017-06-12 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1497167343963-A7RKRW4ZG63PY7U7F6MA/NVIDIA.jpg Alpha.Sources - Big Decisions https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1497167377951-3TB6WIES1KJHJOZE6AQV/image-asset.jpeg Alpha.Sources - Big Decisions https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1497167412014-8VKGDM61A96Q4UDKH5HS/image-asset.jpeg Alpha.Sources - Big Decisions https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1497193184420-7XS6EE850UBRTA8IPRQT/image-asset.jpeg Alpha.Sources - Big Decisions https://www.clausvistesen.com/alphasources-blog/2017/6/2/curveball monthly 0.5 2017-06-04 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1496561617243-KS5TUTVRDSFFQ9GN0ZQN/unnamed-4.jpg Alpha.Sources - Curveball https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1496561660726-6EP75LOR7CFKJOG7LEFA/image-asset.jpeg Alpha.Sources - Curveball https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1496561731732-S0GRE1KDPXC830TX1CA0/image-asset.jpeg Alpha.Sources - Curveball https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1496561830522-YYUDBB79WWCGS2IP4N6Y/unnamed.jpg Alpha.Sources - Curveball https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1496561885993-H9B675SY8MCC1P67FOJ9/image-asset.jpeg Alpha.Sources - Curveball https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1496562016660-07R5I6X0316PU92YGI3M/image-asset.jpeg Alpha.Sources - Curveball https://www.clausvistesen.com/alphasources-blog/2017/5/20/itsallrelative monthly 0.5 2017-05-22 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1495381695348-O2OH24UF7MFRAMW91I4L/image-asset.png Alpha.Sources - It's all relative https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1495381767537-YQDRF4S39NSC8SOKU4AJ/image-asset.jpeg Alpha.Sources - It's all relative https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1495381837827-UQAKCDI9L03WMOBPQRV1/Screen+Shot+2017-05-21+at+08.22.55.png Alpha.Sources - It's all relative https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1495382070098-24IGVFOOER8J9R9O1VIW/image-asset.jpeg Alpha.Sources - It's all relative https://www.clausvistesen.com/alphasources-blog/2017/5/12/is-it-really-that-boring monthly 0.5 2017-06-04 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494765259480-AMEYOGIVTFQB7AYUN5PX/image-asset.jpeg Alpha.Sources - Are markets really that boring? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494765300051-3KTQHY2CHNWCHD45K13S/S%26P+500+2.jpg Alpha.Sources - Are markets really that boring? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494765441994-I3A18FYUPQLPQLV5V0FN/image-asset.jpeg Alpha.Sources - Are markets really that boring? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494765474814-N9TX9QFVRUPHLZ6P22JR/image-asset.jpeg Alpha.Sources - Are markets really that boring? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494765508085-HH5DV7ON1MPLDWVVZJCO/image-asset.jpeg Alpha.Sources - Are markets really that boring? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494765349836-PFN1UQ2VAJS0PYAGC33W/Chinese+cuve.jpg Alpha.Sources - Are markets really that boring? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494765395355-2CCVYMRDFP8PP0LWXF0H/image-asset.jpeg Alpha.Sources - Are markets really that boring? https://www.clausvistesen.com/alphasources-blog/2017/5/5/shouldweworryaboutoilprices monthly 0.5 2017-05-07 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494145651171-LPKKC1XCELQSIKD2J170/commodities.jpg Alpha.Sources - Is it time to worry about low oil prices again? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494145699502-1PE864UM7SYBULHXLL95/image-asset.jpeg Alpha.Sources - Is it time to worry about low oil prices again? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494145808732-I74WJWA5B5AC7BPEI9O3/HY+flows.jpg Alpha.Sources - Is it time to worry about low oil prices again? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494146181265-UO3Q98WI6X6H0QEIV6K9/Chinese+GDP+proxy.jpg Alpha.Sources - Is it time to worry about low oil prices again? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494146264846-A00MB21YU6PCPI6NPPM1/image-asset.jpeg Alpha.Sources - Is it time to worry about low oil prices again? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494146628179-KLW707BJ6KCE88WVBO7T/image-asset.png Alpha.Sources - Is it time to worry about low oil prices again? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1494147106051-766HA4NE6KLI0YRLDLTX/US+10+year+bon.jpg Alpha.Sources - Is it time to worry about low oil prices again? https://www.clausvistesen.com/alphasources-blog/2017/4/27/tis-the-season-of-clichs monthly 0.5 2017-04-30 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1493568500498-XA13MZIP52AB57067I5G/sell+in+May+1.jpg Alpha.Sources - 'Tis the season of clichés https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1493568547019-GAA4ZKXBZAL8LS68FGIO/image-asset.jpeg Alpha.Sources - 'Tis the season of clichés https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1493568875783-LUTWCZ98TYNOK6OZF43R/image-asset.jpeg Alpha.Sources - 'Tis the season of clichés https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1493571884718-05OXMFLMGTI7J7EQ8DZ4/AS+LEI.jpg Alpha.Sources - 'Tis the season of clichés https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1493569553185-4EVW5H7P1FU383JZTL43/image-asset.jpeg Alpha.Sources - 'Tis the season of clichés https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1493570157572-FBGVMI0GB4LYDDJ9RSSV/image-asset.jpeg Alpha.Sources - 'Tis the season of clichés https://www.clausvistesen.com/alphasources-blog/2017/4/22/asguidetocompanyanalysis monthly 0.5 2017-05-17 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1492936200857-TEV1V2TQ2Q6X966KQHDN/image-asset.jpeg Alpha.Sources - The AS guide to company analysis https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1492936215263-90V4GBZXSEQVKBIO38EF/image-asset.jpeg Alpha.Sources - The AS guide to company analysis 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The AS guide to company analysis https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1492943651028-AAJFTBT3I2Z33VRD1WL8/FCF3.jpg Alpha.Sources - The AS guide to company analysis https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1492936379757-6D56FOEHXD7C65ANWKXV/image-asset.jpeg Alpha.Sources - The AS guide to company analysis https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1492936412622-EP08STK7U3R4WM501OV3/image-asset.jpeg Alpha.Sources - The AS guide to company analysis https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1492936469782-M0R2WI2N1I2I1P7AEMO8/image-asset.jpeg Alpha.Sources - The AS guide to company analysis https://www.clausvistesen.com/alphasources-blog/2017/4/16/letssticktowhatweknow monthly 0.5 2017-04-18 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1492374995835-M0J72U4OCXLXZRZHR4Y5/image-asset.jpeg Alpha.Sources - Let's stick to what we know 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know https://www.clausvistesen.com/alphasources-blog/2017/4/7/good-news-and-bad-news monthly 0.5 2017-04-16 https://www.clausvistesen.com/alphasources-blog/2017/4/1/marketsiq1 monthly 0.5 2017-04-02 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1491117842433-DGC1W2LCCOXPBUHL9ECF/Returns+1.jpg Alpha.Sources - Markets in Q1 - jusqu'ici tout va bien https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1491117879133-FW33OHM3PL6HXX9YDUT6/image-asset.jpeg Alpha.Sources - Markets in Q1 - jusqu'ici tout va bien https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1491117926707-CGXTXVP4OGUTPB30MGKN/image-asset.jpeg Alpha.Sources - Markets in Q1 - jusqu'ici tout va bien https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1491118058103-37Y6R2369EOS154O0KK6/S%26P+500+modelled.jpg Alpha.Sources - Markets in Q1 - jusqu'ici tout va bien 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S&P 500 run ahead of other major asset classes? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1489258131803-W407UG2C4YQV1FFW7CTM/S%26P+500+level%2C+MSCI.jpg Alpha.Sources - Has the S&P 500 run ahead of other major asset classes? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1489258207940-04DGFA73R3EDLDQ5E0PX/image-asset.jpeg Alpha.Sources - Has the S&P 500 run ahead of other major asset classes? https://www.clausvistesen.com/alphasources-blog/2017/3/4/oh-snap monthly 0.5 2017-03-05 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1488650030525-K21ZLEP1UMW7ULONWH9K/image-asset.png Alpha.Sources - Oh Snap https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1488634033285-6HZBWLN4PFAVYQ55F0WC/S%26P+500+trading+rule.jpg Alpha.Sources - Oh Snap https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1488706117962-2WPZDIZN4V3EPE94A9WK/image-asset.png Alpha.Sources - Oh Snap 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https://www.clausvistesen.com/alphasources-blog/the-battle-for-the-soul-of-macroeconomics-part-2-wonkish monthly 0.5 2017-02-16 https://www.clausvistesen.com/alphasources-blog/2017/2/12/manipulate-this-what-really-drives-global-capital-flows monthly 0.5 2017-02-12 https://www.clausvistesen.com/alphasources-blog/2017/2/4/letsmakeiteasy monthly 0.5 2017-02-06 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1486231667742-688WWNAW8BR26NX9FGFL/unnamed-1.jpg Alpha.Sources - Let's make it easy https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1486236319098-M4LMHJ543HVZUWS9PM3K/unnamed-2.jpg Alpha.Sources - Let's make it easy https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1486236356508-9LEITCYUAZK8INAPRQG8/unnamed.jpg Alpha.Sources - Let's make it easy https://www.clausvistesen.com/alphasources-blog/2017/1/29/illusions monthly 0.5 2017-01-29 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https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485696095663-189JFMQ85D02JL8ST91N/Breadth+2.jpg Alpha.Sources - Can the Illusion be Sustained? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485697564843-DXK4WK3PIWOI6WISNY9S/image-asset.png Alpha.Sources - Can the Illusion be Sustained? https://www.clausvistesen.com/alphasources-blog/2017/1/21/howtoavoidthepoliticalsoapopera monthly 0.5 2017-01-22 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1484991676358-T2Q6NQ0B5LIIR55V98J9/Screen+Shot+2017-01-18+at+17.36.12.png Alpha.Sources - Three Ideas to Avoid the Political Soap Opera https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485006485130-YML0JWMKUHNK2NK3SA3S/MSCI+EM+val+score.jpg Alpha.Sources - Three Ideas to Avoid the Political Soap Opera https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485010249752-DLU9BS33SGT2VG738880/EM+flows2.jpg Alpha.Sources - Three Ideas to Avoid the Political Soap Opera https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485077163166-VUOBDT8RKSPYJHUOR22B/Sensex.jpg Alpha.Sources - Three Ideas to Avoid the Political Soap Opera https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485075133823-0X0DXJ3HWWXFEFYCYD6V/unnamed-3.png Alpha.Sources - Three Ideas to Avoid the Political Soap Opera https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485019801765-JOUNXLRRFNZJXR5LE12F/unnamed-1.png Alpha.Sources - Three Ideas to Avoid the Political Soap Opera https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485019841592-AL7U4GUP8UA15C7695HW/unnamed-2.png Alpha.Sources - Three Ideas to Avoid the Political Soap Opera https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485073360332-XB020QV6X9ETLAX5CPB8/unnamed-1.png Alpha.Sources - Three Ideas to Avoid the Political Soap Opera https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485074060157-1ET6AC1W0S8OW9KP5BFW/unnamed-2.png Alpha.Sources - Three Ideas to Avoid the Political Soap Opera https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1485074095718-XEN4A475UQO4SUQCP1VT/unnamed.png Alpha.Sources - Three Ideas to Avoid the Political Soap Opera https://www.clausvistesen.com/alphasources-blog/2017/1/13/realityvsnarratives monthly 0.5 2017-01-16 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1484404523825-94I33FHDY7SI3IWZXZM2/unnamed-5.jpg Alpha.Sources - Is reality catching up with investors' favourite narratives? All aboard for the great reflation? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1484406551917-TS2YT3WQ39IU4CSJO4KI/unnamed-3.jpg Alpha.Sources - Is reality catching up with investors' favourite narratives? An excessively pessimistic picture? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1484408910807-TGY8HH3M7RL05IAIHSDD/unnamed-6.jpg Alpha.Sources - Is reality catching up with investors' favourite narratives? Is the upturn in global manufacturing real? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1484402453034-5WZRZ9M0NEKM98LO2O9X/unnamed-2.jpg Alpha.Sources - Is reality catching up with investors' favourite narratives? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1484402486138-1YA1PRNM3CHIHSOPYQ7M/unnamed-1.jpg Alpha.Sources - Is reality catching up with investors' favourite narratives? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1484472524041-HJCMFHXT1TYUYHRUD9G4/Screen+Shot+2017-01-14+at+17.22.52.png Alpha.Sources - Is reality catching up with investors' favourite narratives? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1484491767586-L94LW7DLML2GSYPXPMXT/image-asset.png Alpha.Sources - Is reality catching up with investors' favourite narratives? Openness does not appear to react to indirect taxes ... https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1484491800333-KE14YS9ET5D1MCNCG70Q/Tax+and+openness+2.png Alpha.Sources - Is reality catching up with investors' favourite narratives? …and neither does imports https://www.clausvistesen.com/alphasources-blog/2017/1/10/the-ez-economy-finished-2016-on-a-strong-note-will-it-continue monthly 0.5 2017-01-11 https://www.clausvistesen.com/alphasources-blog/2017/1/8/chinesepostcards monthly 0.5 2017-01-09 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1483896201799-WJV1HEEXF5TSQZ4SB1GC/Screen+Shot+2016-12-28+at+19.20.52.png Alpha.Sources - A Chinese Postcard from a grumpy economist Could it be that easy? https://www.clausvistesen.com/alphasources-blog/2017/1/3/time-to-get-defensive monthly 0.5 2017-01-02 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1483380324959-560BRUUSII6P2PWOIYE6/cyclicals+v+defensives.jpg Alpha.Sources - Is it time to get defensive? Cyclicals have come roaring back; can it be sustained. https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1483380532963-HIYFP66ZE9AEFS3F0UEL/image-asset.jpeg Alpha.Sources - Is it time to get defensive? The energy complex already have discounted the rise in global inflation https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1483380750426-CM0AY6E6GCP8FTHOCWW6/image-asset.jpeg Alpha.Sources - Is it time to get defensive? Focus on healthcare for picks on the long side https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1483381378912-LI9TB1NQSG9S9TPC9N3J/stock+to+bond+1.jpg Alpha.Sources - Is it time to get defensive? Will U.S. stocks continue to outpace bonds? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1483381407285-FXEO2BYJR39ODVBTKJLH/German+stock+to+bond.jpg Alpha.Sources - Is it time to get defensive? Buy bunds, sell DAX 30? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1483381718876-UDKSQVZFKITZM93W3HA4/Screen+Shot+2016-12-28+at+19.20.10.png Alpha.Sources - Is it time to get defensive? Everything is possible, but the air is getting thin https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1483381752138-ZZXTMSE7S47AV8J19NY0/static+valuation+scores.jpg Alpha.Sources - Is it time to get defensive? Where is the value? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1483381893881-HN0BBQNDYRQOHFK6GKG5/U.S.+breadth.jpg Alpha.Sources - Is it time to get defensive? Will the bears pounce on deteriorating breadth in Spoos? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1483381980342-NXLE4HWNMF9WZC9G1K8U/image-asset.jpeg Alpha.Sources - Is it time to get defensive? Can EZ banks keep it up? https://www.clausvistesen.com/alphasources-blog/2016/12/24/at-a-christmas-not-so-far-away monthly 0.5 2016-12-25 https://www.clausvistesen.com/alphasources-blog/2016/12/18/avoidingcliches monthly 0.5 2016-12-19 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1481993716963-74EV3C27VUFKD673TDJQ/bond+flows.jpg Alpha.Sources - it's getting difficult to avoid the clichés Time to add to fixed income? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1482003576093-Q0FWR29KJ81H4EC7S3O6/image-asset.jpeg Alpha.Sources - it's getting difficult to avoid the clichés What reflation? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1482003615993-Y3O927NAT98FLUIMI8TL/image-asset.jpeg Alpha.Sources - it's getting difficult to avoid the clichés Is Asia picking up momentum? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1482065010322-H7HSL8RS4573WTN77N12/Bond+spread.jpg Alpha.Sources - it's getting difficult to avoid the clichés A regime change in global bond yield spreads? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1482000760878-BHRN7N34W80KJ6K6NHM6/putcall+us.jpg Alpha.Sources - it's getting difficult to avoid the clichés Go buy some calls, I dare you https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1482001151321-26T01HUF769MPROMVDPR/image-asset.jpeg Alpha.Sources - it's getting difficult to avoid the clichés Time to sell? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1482059846944-83X8EYQ0VVLSTQS0ED9F/breadth+EZ.jpg Alpha.Sources - it's getting difficult to avoid the clichés Is the EZ equity bear market over? https://www.clausvistesen.com/alphasources-blog/2016/12/12/doubling-down-on-a-bad-bet monthly 0.5 2016-12-11 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1481382358065-QV2VDYT0W4G34WM1YPG2/Technical+1.png Alpha.Sources - Doubling down on a bad bet? Don't fight the trend https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1481385973914-P59QUQA7WBY211RK9WZX/putcall.jpg Alpha.Sources - Doubling down on a bad bet? Investors are reaching for the sky after the recent push in Spoos… https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1481386012135-ND77HLIQ2RK0OR2TL4OS/Valuation+score+1m%3A1m+%25+S%26P+500.jpg Alpha.Sources - Doubling down on a bad bet? …and could well be disappointed in the short run https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1481446885851-RWNFLYG1F02WJWKNZ6NP/Surprise+indices.jpg Alpha.Sources - Doubling down on a bad bet? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1481445932427-IGDWBTAFAKB69RHT3AVZ/cyclicals+v+defensives.jpg Alpha.Sources - Doubling down on a bad bet? Cyclical equities are fighting back… https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1481446046279-UE2V11Z7JP4KDB4KAPIQ/stock+to+bonds.jpg Alpha.Sources - Doubling down on a bad bet? …and bonds are underperforming equities. Can it last? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1481447662603-JD67QYMSTAPP4A4AP4K8/Ty1+valuation+score.jpg Alpha.Sources - Doubling down on a bad bet? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1481447754348-00LWT9WYXW7SRESXV9A7/image-asset.jpeg Alpha.Sources - Doubling down on a bad bet? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1481468911845-HB7G8VRGXNEUUYMB6AST/image-asset.png Alpha.Sources - Doubling down on a bad bet? Uh-oh ... https://www.clausvistesen.com/alphasources-blog/2016/12/2/2016readinglist monthly 0.5 2016-12-07 https://www.clausvistesen.com/alphasources-blog/2016/11/23/widening-the-opportunity-set monthly 0.5 2016-11-26 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1480002636050-FCNQB0PP1F3LF0U6JMSL/image-asset.jpeg Alpha.Sources - Widening the opportunity set Stocks are leading bonds, but not extremely so https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1480002719606-6L319W27O873NTRKE387/Breadth+U.S..jpg Alpha.Sources - Widening the opportunity set Has Mr. Trump cured the U.S. market for weak breadth… https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1480002679884-R15GZ3Z8AKKJ5VFEYSLB/image-asset.jpeg Alpha.Sources - Widening the opportunity set …or will valuations regain importance? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1480164313005-9UIO0OMYRKNCDQTQCGZ8/German+industrial+pb.jpg Alpha.Sources - Widening the opportunity set The last bastion of an old world order? https://www.clausvistesen.com/alphasources-blog/2016/11/19/in-the-mouth-of-madness monthly 0.5 2016-11-20 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1479598698296-V3CI9QPKXPEVOJEU6TZH/image-asset.png Alpha.Sources - In the Mouth of Madness https://www.clausvistesen.com/alphasources-blog/maybe monthly 0.5 2016-11-14 https://www.clausvistesen.com/alphasources-blog/2016/11/6/equities-finally-get-the-memo monthly 0.5 2016-11-06 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1478427422712-OLVZL7K61BNJIS3W3E3U/image-asset.jpeg Alpha.Sources - Equities Finally Get the Memo Too worried going into the elections? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1478427462220-IIC3JDDHM0VXW14I5WXR/Breadth+SP+500.jpg Alpha.Sources - Equities Finally Get the Memo The market is on thin legs https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1478427683556-VJHTLFECBPMV49WK65ZW/MXWO+val+score.jpg Alpha.Sources - Equities Finally Get the Memo The sell-off is not done yet https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1478432248259-0ZU5WLI5N39OWR2IAL70/US+and+EZ+LEIs.jpg Alpha.Sources - Equities Finally Get the Memo https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1478432284329-SQO72GQBTS3HQHURWCVU/China+LEI.jpg Alpha.Sources - Equities Finally Get the Memo https://www.clausvistesen.com/alphasources-blog/2016/11/2/fancy-a-detour monthly 0.5 2016-11-02 https://www.clausvistesen.com/alphasources-blog/2016/10/22/oldmaidq32106 monthly 0.5 2016-10-23 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1477154559118-06JEX8VV3WLNDBDHHPFM/image-asset.jpeg Alpha.Sources - The old maid of Q3 earnings Just a flesh wound, right? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1477154666709-DY4JDH21ZRWJQ4JJBJ3K/image-asset.jpeg Alpha.Sources - The old maid of Q3 earnings Buying opportunity or a contrarian ruse? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1477154445697-9BRPIA0AAIPZG65PRHLB/image-asset.jpeg Alpha.Sources - The old maid of Q3 earnings Sub 1.40 for EURAUD in Q4? https://www.clausvistesen.com/alphasources-blog/2016/10/15/treadingwater monthly 0.5 2016-10-16 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1476633888572-JKEIZD044NRCUOW3M85D/image-asset.jpeg Alpha.Sources - Treading water Carry on and keep buying duration? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1476633988302-9IOE0GOZU7XGG85900G9/image-asset.jpeg Alpha.Sources - Treading water Internals in U.S. equities are looking shoddy https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1476635653081-TJO3PA93HXUKLGWYB4JV/image-asset.jpeg Alpha.Sources - Treading water Where is the value? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1476635907175-EDVK1QGZ4QAA7V7072JH/image-asset.jpeg Alpha.Sources - Treading water The bar is high for further multiple expansion https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1476634143589-EFSLFFNA6GSFUZMSX0CX/image-asset.jpeg Alpha.Sources - Treading water Short EM equities, long commodities in Q4? https://www.clausvistesen.com/alphasources-blog/2016/10/9/drypowder monthly 0.5 2016-10-09 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1476025364077-B7L1U0WTUQ8CNCHL0V7V/image-asset.png Alpha.Sources - When your dry powder is drenched by the forex https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1476025410930-TF7NG73GZLV12HCEQGOZ/image-asset.png Alpha.Sources - When your dry powder is drenched by the forex Source: Morgan Stanley, Soc Gen, and ValueWalk https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1476026808069-8UK0UK1PMCIUUL3U8BUF/image-asset.png Alpha.Sources - When your dry powder is drenched by the forex https://www.clausvistesen.com/alphasources-blog/2016/10/2/dbandtheevileye monthly 0.5 2016-10-02 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1475426820419-STKYP7GER1DJLO3DC9RZ/image-asset.jpeg Alpha.Sources - Will the evil eye of Mr. Market still focus on DB this week? Will global equities break lower in Q4? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1475426913457-YOAAZAH52UJHD5YAS0PK/image-asset.jpeg Alpha.Sources - Will the evil eye of Mr. Market still focus on DB this week? Internals of U.S. equities are looking wobbly https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1475427203881-IGAOVNMBKHR6HLPUSTBG/image-asset.jpeg Alpha.Sources - Will the evil eye of Mr. Market still focus on DB this week? EMs heading lower despite investor optimism? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1475427261312-P2LUQCRN4LPO0OKFQ6K6/image-asset.jpeg Alpha.Sources - Will the evil eye of Mr. Market still focus on DB this week? Fade optimism on EM equities in Q4? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1475427568037-QZLXGTMY3BLE3BBGV37Z/image-asset.jpeg Alpha.Sources - Will the evil eye of Mr. Market still focus on DB this week? Can cyclicals continue to outgun defensives? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1475427708213-4Z8FESE7M8RKGSQ73UAZ/image-asset.jpeg Alpha.Sources - Will the evil eye of Mr. Market still focus on DB this week? Be careful about narratives; the data tell a story too https://www.clausvistesen.com/alphasources-blog/2016/9/26/fedbojstory monthly 0.5 2016-09-25 https://www.clausvistesen.com/alphasources-blog/2016/9/18/reversetwist monthly 0.5 2016-09-18 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1474223563269-MY7ATM1DSUJ02RHTOUUB/image-asset.jpeg Alpha.Sources - Do or die for the Reverse Twist story https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1474223616922-1MW2UXGM03FMDOTUJSND/image-asset.jpeg Alpha.Sources - Do or die for the Reverse Twist story https://www.clausvistesen.com/alphasources-blog/2016/9/6/the-battle-for-the-soul-of-macroeconomics-part-1-wonkish monthly 0.5 2016-09-15 https://www.clausvistesen.com/alphasources-blog/2016/8/31/keeping-the-eye-on-the-ball monthly 0.5 2016-09-01 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1472756337564-Y1FXLSJEXNE97EJKR7U5/image-asset.png Alpha.Sources - Keeping the eye on the ball Remember what happened to Icarus? https://www.clausvistesen.com/alphasources-blog/2016/8/23/upsidedown monthly 0.5 2016-08-24 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1471972646447-IW91A1OYCBFNAYQKUTAY/VIX.jpg Alpha.Sources - The World is Upside Down - When pension funds Sell volatility Hold my coffee while I sell some puts on Spoos https://www.clausvistesen.com/alphasources-blog/2016/8/22/hammock monthly 0.5 2016-08-22 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1471627343086-HSCY0T5KQ0VN7NA3RQPP/image-asset.jpeg Alpha.Sources - Equity investors should extend their holidays Brace for a decline in global equities? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1471777626171-BILGWKW43M92Q36BJN4T/image-asset.jpeg Alpha.Sources - Equity investors should extend their holidays Will the last value investor please turn off the light? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1471777726195-HU4WFJH5KTNL7PR1S1DT/image-asset.jpeg Alpha.Sources - Equity investors should extend their holidays Can investors look to monetarism for hope of higher global equity prices? https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1471777758374-K8Y6N8CG4N470KSTH1F5/image-asset.jpeg Alpha.Sources - Equity investors should extend their holidays China is driving growth in global M1 growth, overweight EM? https://www.clausvistesen.com/alphasources-blog/2016/8/17/on-characters-star-wars-the-force-awakens monthly 0.5 2016-08-17 https://www.clausvistesen.com/alphasources-blog/2016/7/25/is-the-wall-of-worry-becoming-vertical.html monthly 0.5 2016-08-17 https://images.squarespace-cdn.com/content/v1/57b069bbb3db2b8d0eb2d600/1471445015372-3MXZGJV7BYWR21N7SCBR/image-asset.png Alpha.Sources - Is the Wall of Worry Becoming Vertical? 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