Global Macro Take: WK 12. Dollar Melt-Down = EM EQ + EM FX + CMD Melt-Up
Ā Barring some kind of shock-event, US dollar liquidation will drive markets for the near-term, possibly even a few weeks. Already elevated EM...
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Did the Fed Forget to Look at the February Inflation Report?
Core inflation may be heating up as the Fed is putting too much confidence inĀ low energy prices.Most of the Fed's economic forecasts were little...
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ISA - Could Be a Pivotal Turning Point for Korea's Brokerage Sector
ISA (individual savings account) could be a pivotal turning point for Korea's brokerage sector and Korean stock market, similar to how the...
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Global Macro Take: WK 11 - ECB Digestion, Fed Wednesday & Potentially Risk-On Reversal
Fed Wednesday, where market will be surprised by a more hawkish than expected statement. Risk is to the upside for greater US dollar strengthĀ Euro...
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Collectibles and the Many Ways to Buy Gold: Focus on Premium Generation Strategy
In addition to Whiskey investing, or buying paintings of Great Masters, there are truly great opportunities to invest, learn and derive enjoyment...
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