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
579 Views
Overview#20 - Welcome to Bizzaro World!
A review of recent events/data impacting our investment themes and outlook. The new investing landscape is a complete reversal of what has worked...
697 Views
BRIDS Market Pulse: Chart of the Week – Gold Price Vs. DXY
Market: JCI fell -1.8% w-w, along with most of the regional markets, amid corrections in the US market indices due to concerns on growth outlook.
247 Views
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
The article discusses the importance of hedging downside equity market risk with options, the recent market movements, key economic indicators to...
305 Views
Overview #18 - Tipping Point Arrived for Major Trend Changes?
A review of recent events/data impacting our investment themes and outlook. Can HK/China stockmarkets decouple from a US bear market
477 Views