Macro Strategy: Restoring Stability
Protests over legislative benefits spread across Indonesian cities, sparking unrest and economic risks. Govt pledged reforms.
180 Views
Overview #33 Ignore the Noise, Follow the Money: China’s Next Leg Higher
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the material sector
409 Views
Overview #32 – International Money Starts to Flow to Chinese Domestic Markets
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the precious metal space
418 Views
Overview #31 - China Breaks Out and the USD Has Its Moment
A review of recent events/data impacting our investment themes and outlook. We look at the Dollar bear market rally and the domestic Chinese market.
338 Views
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