Fil's Randoms On The Markets
Fil ZucchiMarkets, Finance & Occasionally Economy
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 25 | Subscribers | Read | filzucchi.substack.com |
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Latest Issues
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This Time Better Be Different - Redux
Back in July of this year I wrote a piece titled “This Time Better Be Different”. The gist of the article was the excerpt below:
A Day For The History Books
In my most recent Substack articles and tweets I have highlighted that the confluence of a re-steepening of the 2s10s, the start of a Fed rate-cut cycle, the widening of credit spreads and the corollary drying-up of demand for corporate bon...
This Time Better Be Different
I was going to lay off social media for the duration of my annual overseas golf orgy, but the markets seem to have different ideas. I won’t delve on the action in stocks because everyone can see that. The only important reference from a tec...
"Fingers of Instability" Revisited
By the time this article by John Mauldin titled “Fingers of Instability” came out in August of 2006 it was well beyond clear that the eventual implosion of housing and credit had reached a point of no return, and it was only a question of w...
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