Geopolitical conflict is one of the clearest catalysts for rapid repricing across global markets. For macro investors, wars introduce shocks that propagate through commodities...

Kevin Warsh ends the drama at the Fed. Politics and personalities should no longer enter the discussion of Fed decisions under Warsh.

This year will bring opportunities across all four major asset classes: stocks, bonds, currencies, and commodities.

Over Gnomon Alpha's seven-year track record, we have been the trading strategy that "did well when equities fell"...

Former Federal Reserve Chairman Ben Bernanke won the 2022 Nobel Prize in Economics for his groundbreaking...

After months of researching changes in fundamental market relationship under the Trump tariff regime, Gnomon Alpha...

As of September 10, the case is clear on what the Fed should do. The Producer Price Index (PPI) was significantly less than...

Given the recent market volatility, I want to share with you why I believe the worst is behind us and, moving forward...

In early 2014, systematic trading strategies suffered such losses that market analysts declared the systematic space “dead.” By year’s end...

When political pressure on the Fed is discussed, the villain is typically a politician with an agenda putting pressure on the Fed, which has usually...

Robert Triffin is a Belgian economist whose theories discuss the advantages and pitfalls of being the world's reserve currency...

The first 24 hours of President Trump's Independence Day, which celebrates reciprocal tariffs to promote free trade...

While tariffs are often a game of "economic chicken" whereby the mere threat of them achieves fair trade policies, sometimes...

Paying off debt is a standard American value long revered as the pillar of financial discipline. However, debt reduction in an...

In the final months of 2024 the world witnessed a perfect storm of bond market volatility that had never happened before over the past 40 years...

“Live free or die,” said General John Stark, a hero of the Revolutionary War, whose words live on as the slogan of the State of New Hampshire...

A tariff is a tax on goods produced by a foreign nation. The goal of a tariff is to push buyers to choose domestic...

As the election nears, investors are concerned about its effect on their wealth. Will stocks be strong or volatile?...

August was another strong month of absolute and relative performance for the Trident Fund, with the Global Macro...