Brian Singer

Energy Prices: Stable Expectations

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The price of energy has re-emerged as a significant influence on investment analysis.

Smooth Seas Do Not Make Skillful Sailors

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When regulation is designed to prevent any market event, be it big or small, the risk and size of an extreme event increases.

Game Theory For Macro Investing

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Game theory provides a better way to process the information that affects global economies and markets.

Brexit And The Future

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The populist surge in the United Kingdom is not specific to the United Kingdom—it is a global phenomenon.

Ride The Tides, Navigate Waves And Ignore Ripples

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It’s a quirky market and has been an exceedingly cruel market during the last few years.

What Are We Looking For? Liquidity-Oriented Panic

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While the opportunity to take more risk has increased significantly, it is not a game we are willing to play.