◀ The Principal Blog

Posts from the ‘Economic Insights’ category

Profiting from Liquidity-Driven Disturbances



Over the course of the last week’s market volatility, I’ve found myself looking past the fundamental explanations for the market actions. Instead, I’ve focused on a number of liquidity events that I find are more intriguing explanations of what’s been happening. For example, you had…

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Look behind the Headlines of Market Sell-offs



Recent headlines like “markets weak on declining growth expectations” are featured in the media as a reaction to sharp declines in equity markets. While growth expectations may be declining to some extent, equity markets have tended to overreact to market news and move in…

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