The world might seem like a very tranquil place right now. Looking at the stock market fly higher in the face of geopolitical and economic concern gives credence to the increasingly heard notion “this time it’s different.” It’s not different, says Altalis Capital Management in a third-quarter letter to investors. It might be better obfuscated through rose-colored glasses, but signs of forthcoming trouble are all around with debt levels across the world being among the largest concerns. The issue for investors is seeing the coming storm behind the cloud line. [reits] Corporations are earning record high profits and this won’t…
Taconic Proteges Warn Of "Unprecedented" Danger To Markets And Economy
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.