CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
388 Views
End-2015 should see Euro-zone EQ up +40-60%, Nikkei over 22K, USDCHF over 1.02, USDJPY over 125
Another blow-up non-farm number coming up? Run US macro bears, run! European equities will end up 30% to 60% for the year. Play through...
332 Views
The Matrix: A Strategist's roving thoughts: Swiss Francs, Europe, Alibaba
Key Call: STILL people are not catching up and/or doing the work on KVP’s high conviction long DollarSwissy call, I know, I know, it’s downright...
365 Views
The IMF's Patience with the ECB Wears Thin
The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy. Monetary policy in...
381 Views
Never Trust A Swiss Central Banker
Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...
412 Views