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Recent Videos

RECENT POSTS

• CNBC Squawk Box December 5, 2019

• CNBC Squawk Box October 30, 2019

• CNBC Squawk Box October 7, 2019

• Alpha Exchange, Macro Risk Advisors Podcast

• U.S. will eventually go after Germany for trade: CNBC Closing Bell May 15, 2019

• The Trade War resumes: CNBC Closing Bell May 8, 2019

• Three themes for earnings season, China shocks, trade, tariffs and steel: CNBC Closing Bell April 9, 2019

• Inverted Yield Curve not a problem for banks: CNBC Closing Bell March 27, 2019

• Investors should sell treasuries and buy bank stocks: Ironsides Barry Knapp - CNBC Closing Bell March 22, 2019

• Echoes of '87 CNBC Video March 4, 2019

• Global trade is slowing to level closer to global GDP - CNBC Closing Bell January 23, 2019

• Is It Time to Rethink the Market Consensus on Financials - Bloomberg TV January 15, 2019

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Recent Notes

• Capitalism, Socialism and Mercantilism, September 30, 2019 

• Yield Curve to the World, August 17, 2019

• Over?  Did you say over?, August 10, 2019

• Tipping Point: Time to Cut Risk, August 5, 2019

• Currency War Detente, July 27, 2019

• Micro to Macro, July 20, 2019

• Another Great Leap Forward, June 29, 2019

• Beggar Thy Neighbor II, May 11, 2019

• Worshipping the False Fed Idol, May 4, 2019

• Let's Make a Trade Deal, April 29, 2019

• Housing - Another Echo of '88, April 22, 2019

• China: Malinvestment Central, April 6, 2019

• Fade the Fed, March 23, 2019

• Echoes of '87, and now '88, March 2, 2019

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We launched our 'It's Never Different This Time' weekly note.  Please visit to read our notes, and subscribe.