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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4 Months After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP, and CNY. We make a simple assumption that a property investor...
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