Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
1k Views
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
358 Views
US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for âObamacareâ has been announced and looks an incoherent mess â resurgent healthcare inflation will be a drag on...
1.7k Views
Korea Aerospace Industries - Fighter Jets, Helicopters, & Commercial Planes (Part 1)
This report is Part 1 of an in-depth report on Korea Aerospace Industries (047810 KS) ("KAI"). While the stock is down nearly 45% from its highs in...
458 Views
Viewing Chinese Airlines Through Warren Buffett's Eyes (Seriously!)
Value investing legend Warren Buffett's Berkshire Hathaway Inc Cl A (A US) surprised the investment community when the company revealed new...
538 Views