Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus āgroupthinkā reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
276 Views
Money Matters: US Bond Yields & USD/RMB - A Paradigm Shift?
Ā Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between...
298 Views
Nine STI Stocks See Volume Surge in Early Week
Ā§Ā Ā As many as 9 STI Stocks have traded more than double their three month daily average volume in trading sessions for the early week of 21...
308 Views
Money Matters: The Road to Italeave and a Dollar Break-Out?
The trade weighted dollar Index is within a whisker of breaking out of its two year long consolidation phase. There are two fairly imminent...
844 Views
ANIMAL SPIRITSā¢: Fiscal Trumpenomics II: Value Stocks Boosted By Rising YieldsĀ & EM Gets a Timeout!
Fiscal "Trumpenomics"Ā is an inflationary shock which elevatesĀ inflation expectations, treasury yields and the slope of the yield curve. The risk...
320 Views