The Drill: It’s an Omnishambles in the Tariff Talks
Trades: Short DXY, Long Palladium, Long Copper / Short Iron Ore. Yesterday was a crazy day in FX and commodities as seen in chart 1
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November Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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U.S. Dollar Outlook: Remembering The Jay-Z Hip Euro Top
The 'end of the dollar' has been nigh since 2005. The U.S. dollar will be the last to go crash, says CNN.com's John Sutter.com.com/Doom merchants...
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The Dollar Is Back
Over the past year, what was good for the US dollar was bad for the stockmarket. The world’s reserve currency lubricates (or seizes up) financial...
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GMO Q2 2022 Quarterly Letter
Equity investors in countries with overvalued currencies have two ways to lose and those with undervalued currencies have two ways to win. Today’s...
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