Money Matters: The Road to Italeave and a Dollar Break-Out?
The trade weighted dollar Index is within a whisker of breaking out of its two year long consolidation phase. There are two fairly imminent...
842 Views
ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
317 Views
Longs & Shorts from Sohn Sydney Conference
With all the political excitement last week, the first Sohn Sydney conference on 11th November does not appear to have received much airtime within...
460 Views
Silk Roads Part I:Â Background
Most investors probably agree that it would be foolhardy to ignore China's strategic policy-driven investment, behind which sits a wealth of...
372 Views
Chinese Policy Banks Not the Real Threat
The latest threat assessment from China watchers has, at least partially, focussed upon the Policy Banks.  China Development Bank, China Ex-Im Bank...
327 Views