US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
307 Views
Money Matters: I Mera Tis Marmotas
On my Latin key board "I Mera Tis Marmotas" is the closest I can get to the Greek for groundhog day. Traditionally celebrated at the start of...
375 Views
Thailand's New Credit Card Honcho
BAY, New King of Plastic. According to a new Poll by my engineering school alma mater Assumption University (2nd biggest campus pollster in...
463 Views
Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
1.1k Views
Tech Rebounds as USD Reverses, Macau Recovery Continues...
The consensus expected a rampant USD this year, but this wasn’t consistent with the Trump trade agenda – the dollar has had its worst January in...
268 Views