Investors bought the dip, once again
Just few days ago everyone seemed terrified of the arrival of the Omicron variant, and investor rapidly turned defensive, selling risky assets and...
283 Views
TPW Advisory Friday Musings: Risks as I See Them
I have been consistently vocal in my bullish outlook for risk assets for much of the past two years. Of course, I have tried to pay attention to...
336 Views
Tale of Two Markets - Asia & USA
We often get asked to compare the quantum, source and quality of the return from the US market and the return from Asian markets (River Valley...
234 Views
Revisiting Trump's 100 Days in Office
As Donald Trump completes his first 100 days in office as president, it is worth looking at what it has meant for the US economy and Global...
386 Views
Not so Outrageous Commodity Predictions
Not so Outrageous Commodity Predictions Saxo Bank published their annual “outrageous predictions” for 2025. I actually found a few theses that I...
438 Views