This Bull Run Is Nowhere Near Finished
A review of the structure of the stock market makes us long-term bullish. Growth stocks are weakening but a rotating correction is evident as value...
594 Views
Rotating EM Flows: From Japan to Emerging Asia
Welcome to the Emerging Market Series, this week covering the rotating capital flows away from Japan and its significance for China and Emerging...
314 Views
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
1.3k Views
Portfolio Watch: What if We Add a Rate Cut to This Fire..
The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt...
472 Views
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
What if the data told the Fed to go the other direction and we had rate hikes between now and the election? Feels to me like nobody's positioned...
355 Views