Wonkish Comments On The Bond Panic – Liquidity & Capital Flows Warn Asian Investors To Monitor Risks
Bonds matter, particularly for Asian investors, and there are gowing pressures forcing US yields higher and the Treasury yield curve to steepen....
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Why Is Consensus So Wrong On The US Dollar?
The most widely-shared view at least since late-2016 has been that the USD deserves to be strong. Arguments from '...a World running out of...
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2017 Chart Based Portfolio Returns of 16% and 6%
To close out 2017 we wanted to review some of our best and worst calls for the year. Closed position return was 16.29% and current open positions...
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2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
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Fed and IPhone X
Overnight Update: Jerome Powell is nominated by President Trump as the new Fed Chairman. Apple's iPhone X...
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