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 âmade a new highâ and after new highs again this...
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Tech Rebounds as USD Reverses, Macau Recovery Continues...
The consensus expected a rampant USD this year, but this wasnât consistent with the Trump trade agenda â the dollar has had its worst January in...
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Trump and China; the Calm Before the Storm?
The new US administration is heading towards a stand-off with China over trade by eschewing the incremental approach of Obamaâs administration in...
320 Views
London Stock Exchange / Deutsche Boerse: Can European Antitrust Assessments Cause a Deal Break?
London Stock Exchange (LSE) and Deutsche Boerse (DB) have confirmed the receipt of a Statement of Objections from the EC and the Phase II deadline...
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'America First' Agenda Remains Contradictory, Vietnam Trip NotesâŚ
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
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