The US Dollar is back up to its 2016 and 2020 highs.

On both of those occasions, the Dollar sold off and risk assets went on to do very well.

As we progress into Q1 of Fiscal Year 2022-2023, this playbook outlines our thoughts on every asset class and our plan to profit.

This playbook will cover our macro view, touching on Equities, Commodities, Currencies, and Rates, as well as...

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Inflation Protected Treasuries are outpacing nominal yielding Treasury Bonds. We're now at the highest levels since the Great Financial Crisis.

Today we sit down with my old pal Larry McDonald.

When it comes to the bond market, Larry is the guy I want to talk to. And with Bonds getting off to their worst start to a year, maybe ever, what better time than the present to dive into the...

It's always fun dropping by the Ritholtz office in New York City.

Basically what happens is we yell at each other for about an hour, and then we go out to eat and drink until we pass out.

It's pretty great.

On this episode of...

This month marks the one year anniversary of the top in stocks.

And more specifically, I mean the top in the internals of the U.S. Stock Market. Remember, that's the best...

Humans are fascinating creatures.

Believe it or not, there are people still asking me if stocks will enter into a bear market.

...

What's amazing to me is how many investors have owned the wrong FANG this whole time.

Instead of owning Diamondback Energy, ticker symbol: $FANG, they owned a bunch of...

It still cracks me up every time I hear that.

"German 10yr Yield is still dealing with resistance at zero".

To some investors, they might look at the market and say, "Hey on Monday the market was up a little, and today is was down a little. NBD".