WELCOME THE THE ENFILADE CAPITAL BLOG
In our blog, we will share some research insights relating the disengagement of our financial and economic system. Our Capitalism model is trapped in Prisoner’s Dilemma; 45 years after the end of the Bretton Woods global central banks have manipulated the cost of risk in a competition of currencies’ devaluation resulting in a dangerous build-up in debt and leverage, lower risk premiums, income disparity, and greater probability of tail events on both sides of the return distribution. We all take part in this game and we can try to understand what is happening behind the scenes.

American corporations are spending trillions of dollars to repurchase their own stock. The practice is enriching CEOs—at the expense of everyone else.

In the early 1980s, a group of menacing outsiders arrived at the gates of American corporations. The “raiders,” as thes...

November 8, 2018

The above quote comes from a recent interview we filmed with investing legend Stanley Druckenmiller — a sage, insightful sit-down we recently shared with clients. In it, Stan details his concerns about the QE distortion. Near the top of his list is the unprecedented di...

Whether it is capital inflows that cause stock outperformance, or rising stocks leads to investors chasing upside is one of those perpetual "chicken or egg" type financial questions (although in this day and age of index funds and passive investing lifting all "Marxist...

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