US Brokers - Chuck Bucks Fueling Housing
* Margin finance not only remains a concern for the US share market, but the US housing market as well. * Charles Schwab is the latest example of...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Shanghai-Ed by Western Brokers
* China-style margin call could be lurking given the massive amount of leverage Western brokers have been handing their HNW clients;* Technology...
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Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
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