JP Omega US Cross Asset Index – November 2021 month end report

JP Omega US Cross Asset Index - November 2021 month end report
BY JON WEBB

JPO Cross Asset Portfolio Monthly Report – November 2021

Other posts

Thoughts From The Divide: The Undead

BY JON WEBB
“Why is it people got so incensed about the reason why inflation might be happening?” Happy Halloween! Tis the season for ghouls, gremlins and zombies, so perhaps we should not be so surprised that even President Biden has gained a taste for flesh! (Though it’s not the first time?) We kid of course, but one might be forgiven for suspecting “Irish Alzheimer’s”, given the latest “garbage” gaffe/misstep. Of course, Trump is not one to miss an opportunity. This comes at an inopportune time as the election heats up with various election-related stories battling for headlines. Voter fraud! Early voting shenanigans! Election market manipulation! Some might joke that POTUS himself would be hard to pick out among the ranks of the undead (we would never stoop so low …), but the more intriguing zombie speculation is the election. It wouldn’t be the first time the lawyers have found ways to keep the monster alive. This got us thinking about the economic issues which just refuse to give up the ghost and have yet to be settled: “undead” topics that just won’t die! Read more →

C8 Weekly Bulletin: AI Investing with Brain

BY JON WEBB
The C8 Weekly Bulletin returns after an Easter break with the announcement that Brain, an AI-driven research provider, has now joined the C8 platform. Brain has developed NODES; an integrated Artificial Intelligence Engine that combines Artificial Intelligence algorithms with proprietary Natural Language Processing techniques to process a large volume of external information. Read more →

MI2 Partners Thoughts From The Divide: Deciding on “Someone”

BY JON WEBB
A little less than two years ago, we noted, with some surprise, that Huw Pill had bucked the usual central bank modus operandi of avoiding unfortunate truths and had instead gone the direct route, telling the UK “we’re all worse off, and we all have to take our share”. Speaking about inflation, the BoE’s Chief Economist clarified that, “If the cost of what you’re buying has gone up compared to what you’re selling, you’re going to be worse off… Read more →
Back to all posts →