The Second Leg Down: What Capital Flows Tell Us About A Coming 2018 Correction?
We are worried. Bear markets in risk assets are frequently driven by the concurrence of three factors: high investor risk appetite readings high...
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Indonesia: MSCI Downgrade - Transparency
Purge from Jakarta Stock Exchange Index leads to drop in share prices for Barito Group, boosting weightings for Bank Central Asia and other large...
117 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
716 Views
Another Risk Warning: Three Bears Eat Goldilocks And Rip-Up The Shanghai Accord
The odds of a serious market correction remain high. Our probit models (see chart 1) have been warning of sharply deteriorating risks from Q2 2018,...
387 Views
Yes…. Another Liquidity Crash?
As keen watchers of Global Liquidity, we have been warning that the World’s stock market stars appear aligned and ready for a 1987-like Crash, or...
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