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...
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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...
292 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...
306 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...
842 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...
317 Views