HindeSight Letters

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​Professional investors writing about their specialist knowledge in an affordable, actionable and easy to read format with exclusive content from Macro to global.

• Money Macro and Markets newsletter is a detailed monthly look at economic, political and financial developments around the world – tracking potential seismic shifts in markets, signposting opportunities to protect and build your portfolio.

• Midweek Macro Musings newsletter offers a short, hard-hitting fortnightly commentary to accompany a lively, graphical synopsis of important Macro Investment data highlighting potential trigger points for those making trading and investment decisions on a daily basis.

• Dividend newsletter is full of information on how to boost income from using equity dividends – providing a diversified portfolio, no matter what your level of investing knowledge. 

Sean Corrigan
  • Sean Corrigan
PREMIUM

Midweek Macro Musings - Trump that.

​Hard to believe, isn't it? After all the central bankers' fruitless multi-trillion striving to alter the scope of our ;expectations', it seems all we actually needed to persuade us that we stand ready to be ushered straight into the Land of Milk and Honey was the hang - metaphorically speaking - the lawyers and to put a blunt-speaking 'bidneth-man', in the White House in their place!

11/12/16 November 12, 2016 15 EN
Sean Corrigan
  • Sean Corrigan
PREMIUM

Money Macro & Markets - The Humours of Change Alley

'Money, Macro & Markets' is written from the perspective of someone who has been actively involved in the game for the best part of three decades. As a distillation of the insights to be had from this long experience in participating in and observing, reading, and writing about markets, MMM is aimed principally at informed, professional decision makers of all kinds - whether financial advisors, wealth managers, asset allocators, middle office executives or members of the board as well as those t...

11/03/16 November 3, 2016 46 EN
Mark Mahaffey
  • Mark Mahaffey
PREMIUM

HindeSight Dividend Letter - Crisis? What Crisis?

‘Crisis? What crisis?’ In 1979, these words helped to bring down the Labour government, even though the man who was thought to have spoken them, Prime Minister Jim Callaghan, did not actually do so. But it mattered not, The Sun newspaper’s headline the next day caught the popular impression of a government unaware of a serious state of affairs that had sneaked up on them during the famous ‘Winter of Discontent’. There had been a run on the pound in 1975 and again in 1976 when the UK’...

10/16/16 October 16, 2016 26 EN
Sean Corrigan
  • Sean Corrigan
PREMIUM

Money macro markets - The outlook from Japan.

The Humours of change alley.I was recently flattered to be asked how I envisaged the dreaded ‘helicopter money’ working if it were not to simply add further to commercial banks’ already crippling mass of deadweight liabilities and assets, given that not only would printing it up in physical form be tortuous, but that cash itself is only one conveniently heinous crime away from being proscribed altogether.The first possibility is that the central bank issues requisition vouchers – sorry! ...

10/04/16 October 4, 2016 32 EN
Mark Mahaffey
  • Mark Mahaffey
PREMIUM

HindeSight Dividend Letter - Groundhog day!

​Groundhog seems a very apt way of describing the current state of play in the financial markets, with reports of US stock markets being in the tightest trading range for five decades prior to last Friday. With the cycle of strong data, Federal Reserve officials talking about imminent interest rises, followed by a piece of weak data, all bets are off the table and back to the elevated plateau in most asset classes, as the monetary policy farce continues to mask reality. Whether it is in the US...

09/20/16 September 20, 2016 30 EN
Sean Corrigan
  • Sean Corrigan
PREMIUM

Midweek Macro Musings - Trump that.

​Hard to believe, isn't it? After all the central bankers' fruitless multi-trillion striving to alter the scope of our ;expectations', it seems all we actually needed to persuade us that we stand ready to be ushered straight into the Land of Milk and Honey was the hang - metaphorically speaking - the lawyers and to put a blunt-speaking 'bidneth-man', in the White House in their place!

11/12/16 November 12, 2016 15 EN
Sean Corrigan
  • Sean Corrigan
PREMIUM

Money Macro & Markets - The Humours of Change Alley

'Money, Macro & Markets' is written from the perspective of someone who has been actively involved in the game for the best part of three decades. As a distillation of the insights to be had from this long experience in participating in and observing, reading, and writing about markets, MMM is aimed principally at informed, professional decision makers of all kinds - whether financial advisors, wealth managers, asset allocators, middle office executives or members of the board as well as those t...

11/03/16 November 3, 2016 46 EN
Sean Corrigan
  • Sean Corrigan
PREMIUM

Money macro markets - The outlook from Japan.

The Humours of change alley.I was recently flattered to be asked how I envisaged the dreaded ‘helicopter money’ working if it were not to simply add further to commercial banks’ already crippling mass of deadweight liabilities and assets, given that not only would printing it up in physical form be tortuous, but that cash itself is only one conveniently heinous crime away from being proscribed altogether.The first possibility is that the central bank issues requisition vouchers – sorry! ...

10/04/16 October 4, 2016 32 EN
Sean Corrigan
  • Sean Corrigan
PREMIUM

Midweek Macro Musings - ‘Liquidity trap’, my foot!

On the face of it, China succeeded in defying its critics by engineering yet another round of face-saving expansion. Industrial production, for example, has picked up to 6.3% pace only twice exceeded in the past 18 months (though those of a suspicious bent would note that 3-, 6-, and 12-month annualizations of this number all coincide a little too neatly for comfort). Not hurting the cause has been an heroic expansion of the money supply emanating from the commercial banks (rather than directly ...

09/16/16 September 16, 2016 9 EN
Sean Corrigan
  • Sean Corrigan

A Hitchhiker’s Guide to the Federal Reserve's Monetary Policy Toolki...

​Sean Corrigan has never been one to mince his words. As the extraordinary monetary policy of the last few years has unfolded, he's again and again talked in numerous columns and in his Macro newsletters (both Midweek Macro Musings and Money, Macro and Markets) about the policy and the Macroeconomic implications.Just last week he was on CNBC talking about the Stimulus effect - then he appeared on plenty of other programs about the same but slightly different sectors within the larger economy.N...

08/30/16 August 30, 2016 12 EN

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