Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase of the bull market.
A review of recent events/data impacting our investment themes and outlook. We look at the Fed and the implications of DoD's stake in a rare earth...
431 Views
Global Macro Outlook (July): Trump Volatility Playbook Offers Clues for July Positioning
An in-depth look at price and volatilty across macro markets. July has historically been fertile ground for volatiilty sellers and we take a deeper...
402 Views
China to Reopen STAR Market to Loss-Making Tech Firms
China’s Nasdaq-style STAR Market will reopen its doors to unprofitable companies as part of a broader set of measures announced Wednesday that aim...
311 Views
Overview #23 Gold, Bonds and the USD
A review of recent events/data impacting our investment themes and outlook. We look at recent investor sentiment towards gold, the USD, bonds and...
523 Views
Overview #22 – The Lunatics Have Taken over the Asylum
A review of recent events/data impacting our investment themes and outlook. What happens next for markets after the events of the last week
494 Views