The Trump Rally Portfolio Reorganization
People used to say Texas would be the most likely state to secede from the Union. Even recently. Now they will write about California seceding. And...
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Close Out the Shorts on THAAD Related Basket - TRUMP May Not Enforce THAAD Deployment
We recommended going negative on a Terminal High Altitude Defense (THAAD) related basket of stocks on October 1st, 2016. This short has been...
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Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
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Bitcoin – A Crowd-Pleaser Once Again
Money has been in existence for many millennia but until very recently it has been limited to one of two forms: commodity-based or fiat. Both...
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What Happens in Vegas...Goes to the White House (Hillary 2, Trump 1...Game Over!)
A Hillary victory would benefit Thai markets in terms of TIP market re-allocations and export strength, while hurting us on global stability....
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